+1,311.3%
MU vs NRG
+198.7%
+1,112.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.2% | -1.7% | -3.1% |
| 7D | +2.0% | -0.2% | +2.2% | +2.1% |
| 30D | +12.5% | -6.8% | +19.3% | +16.6% |
| 3M | +9.6% | -7.1% | +16.7% | +13.3% |
| 6M | +142.6% | -27.6% | +170.2% | +184.5% |
| YTD | +242.7% | -29.2% | +271.9% | +305.0% |
| 1Y | +599.3% | -29.9% | +629.2% | +731.6% |
| All | +1,311.3% | +198.7% | +1,112.6% | +596.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling