-39.3%
NFLX vs NRG
-50.8%
+11.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -13.5% | +18.2% | +4.0% |
| 7D | +7.1% | -13.7% | +20.8% | +6.4% |
| 30D | -1.6% | -13.6% | +11.9% | -2.3% |
| 3M | -9.8% | -28.5% | +18.8% | -10.8% |
| 6M | -27.1% | -45.8% | +18.7% | -27.5% |
| YTD | -29.2% | -46.9% | +17.8% | -30.0% |
| 1Y | -39.3% | -49.7% | +10.5% | -39.5% |
| All | -39.3% | -50.8% | +11.5% | -39.5% |
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