+13,508.9%
GOOGL vs NRG
+1,018.6%
+12,490.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.4% |
| 7D | 0.0% | -4.7% | +4.7% | +1.1% |
| 30D | -1.4% | -6.0% | +4.6% | -0.3% |
| 3M | -5.3% | -8.0% | +2.6% | -4.7% |
| 6M | +9.8% | -23.2% | +32.9% | +14.4% |
| YTD | +8.4% | -28.1% | +36.4% | +14.0% |
| 1Y | +41.2% | -27.3% | +68.5% | +47.5% |
| 3Y | +149.6% | +208.7% | -59.1% | +77.2% |
| 5Y | +142.6% | +197.7% | -55.1% | +71.0% |
| 10Y | +766.8% | +1,103.3% | -336.5% | +322.4% |
| All | +13,508.9% | +1,018.6% | +12,490.3% | +6,290.8% |
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