+13,271.7%
GOOGL vs NRG
+1,000.8%
+12,270.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.2% | +3.8% | +1.3% |
| 7D | -2.8% | -0.2% | -2.7% | -2.9% |
| 30D | -3.2% | -6.8% | +3.6% | -1.9% |
| 3M | -6.6% | -7.1% | +0.5% | -6.3% |
| 6M | +8.5% | -27.6% | +36.0% | +14.6% |
| YTD | +6.5% | -29.2% | +35.7% | +12.4% |
| 1Y | +39.4% | -29.9% | +69.3% | +46.9% |
| 3Y | +146.2% | +198.7% | -52.5% | +76.2% |
| 5Y | +138.3% | +192.9% | -54.6% | +68.6% |
| 10Y | +751.7% | +1,084.1% | -332.5% | +316.5% |
| All | +13,271.7% | +1,000.8% | +12,270.9% | +6,202.0% |
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