-18.6%
NRG vs AVAV
-39.1%
+20.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.7% | +8.2% | +6.6% |
| 7D | +7.1% | -2.2% | +9.3% | +7.3% |
| 30D | -1.4% | -13.9% | +12.5% | -0.2% |
| 3M | -10.5% | -29.2% | +18.8% | -7.6% |
| 6M | -26.7% | -36.1% | +9.4% | -24.1% |
| YTD | -24.5% | -40.2% | +15.7% | -23.0% |
| 1Y | -18.6% | -36.2% | +17.7% | -14.0% |
| All | -18.6% | -39.1% | +20.5% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 1y: compounded portfolio wealth divided by compounded AVAV 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…
1y analysis · Full analysis span regression · 6 months rolling