+130.1%
NRG vs AMIX
-99.9%
+230.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +9.3% | -3.4% | +12.6% | +9.2% |
| 30D | +1.3% | -54.4% | +55.7% | -0.5% |
| 3M | -6.0% | -45.7% | +39.8% | +3.9% |
| 6M | -22.0% | -49.2% | +27.2% | -13.9% |
| YTD | -24.1% | -60.3% | +36.2% | -16.2% |
| 1Y | -18.0% | -81.4% | +63.3% | -9.0% |
| All | +130.1% | -99.9% | +230.0% | +175.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 3y: compounded portfolio wealth divided by compounded AMIX 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…
3y analysis · Full analysis span regression · 6 months rolling