+1.2%
NOW vs NRG
+183.6%
-182.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.3% | +0.6% |
| 7D | -9.9% | -0.2% | -9.7% | -10.0% |
| 30D | +2.8% | -6.8% | +9.6% | +3.8% |
| 3M | +23.7% | -7.1% | +30.8% | +22.9% |
| 6M | +12.5% | -27.6% | +40.0% | +16.6% |
| YTD | -14.4% | -29.2% | +14.8% | -11.6% |
| 1Y | -29.0% | -29.9% | +0.9% | -27.1% |
| 3Y | +9.3% | +198.7% | -189.4% | -39.3% |
| 5Y | +1.2% | +192.9% | -191.7% | -43.6% |
| All | +1.2% | +183.6% | -182.4% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling