+201.0%
NRG vs ACWI
+58.7%
+142.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.6% |
| 7D | +10.0% | +2.4% | +7.5% | +7.1% |
| 30D | -3.2% | -1.7% | -1.6% | -1.5% |
| 3M | -18.5% | -3.9% | -14.6% | -14.6% |
| 6M | -25.3% | +0.8% | -26.1% | -26.0% |
| YTD | -38.1% | +11.0% | -49.2% | -45.1% |
| 1Y | -40.7% | +13.1% | -53.8% | -48.3% |
| 3Y | +121.8% | +73.9% | +47.9% | +30.4% |
| All | +201.0% | +58.7% | +142.3% | +88.1% |
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