+55.3%
BE vs NRG
-50.8%
+106.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -13.5% | +7.2% | +5.4% |
| 7D | -12.1% | -13.7% | +1.6% | -0.6% |
| 30D | -30.1% | -13.6% | -16.5% | -20.9% |
| 3M | -12.1% | -28.5% | +16.4% | +17.3% |
| 6M | -30.6% | -45.8% | +15.2% | +14.8% |
| YTD | +130.6% | -46.9% | +177.6% | +272.2% |
| 1Y | +55.3% | -49.7% | +105.0% | +180.3% |
| All | +55.3% | -50.8% | +106.1% | +180.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NRG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling