+789.1%
NOW vs NRG
+1,083.9%
-294.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | +0.7% |
| 7D | -6.2% | -4.7% | -1.5% | -5.2% |
| 30D | +6.1% | -6.0% | +12.0% | +7.2% |
| 3M | +28.6% | -8.0% | +36.5% | +28.4% |
| 6M | +14.6% | -23.2% | +37.8% | +18.0% |
| YTD | -13.5% | -28.1% | +14.6% | -10.3% |
| 1Y | -29.4% | -27.3% | -2.1% | -27.6% |
| 3Y | +9.4% | +208.7% | -199.3% | -33.7% |
| 5Y | +2.3% | +197.7% | -195.4% | -38.3% |
| All | +789.1% | +1,083.9% | -294.8% | +283.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling