+194.1%
NRG vs ACWI
+67.2%
+126.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -2.9% |
| 7D | +3.9% | 0.0% | +3.9% | +3.9% |
| 30D | -3.0% | -0.6% | -2.4% | -2.2% |
| 3M | -10.9% | +4.3% | -15.2% | -15.2% |
| 6M | -25.3% | +12.7% | -38.0% | -35.0% |
| YTD | -26.8% | +13.9% | -40.8% | -36.9% |
| 1Y | -23.3% | +20.5% | -43.8% | -37.7% |
| 3Y | +208.6% | +76.5% | +132.1% | +77.8% |
| 5Y | +194.1% | +67.5% | +126.6% | +72.4% |
| All | +194.1% | +67.2% | +126.9% | +72.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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