+977.1%
BE vs NRG
+350.4%
+626.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -0.2% |
| 7D | +23.9% | +3.9% | +20.1% | +20.6% |
| 30D | +27.8% | -3.0% | +30.8% | +30.5% |
| 3M | +3.7% | -10.9% | +14.6% | +11.9% |
| 6M | +78.0% | -25.3% | +103.2% | +117.5% |
| YTD | +209.9% | -26.8% | +236.8% | +282.6% |
| 1Y | +389.6% | -23.3% | +412.9% | +502.2% |
| 3Y | +1,730.6% | +208.6% | +1,522.0% | +574.4% |
| 5Y | +1,227.8% | +194.1% | +1,033.7% | +383.2% |
| All | +977.1% | +350.4% | +626.7% | +119.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling