+1,516.1%
NRG vs BB
-3.0%
+1,519.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.0% | -3.4% |
| 7D | +3.9% | +1.8% | +2.0% | +3.6% |
| 30D | -3.0% | -12.2% | +9.3% | -1.3% |
| 3M | -10.9% | -12.3% | +1.4% | -10.0% |
| 6M | -25.3% | +122.7% | -148.0% | -34.7% |
| YTD | -26.8% | +104.5% | -131.3% | -35.3% |
| 1Y | -23.3% | +106.7% | -130.0% | -32.5% |
| 3Y | +208.6% | +70.0% | +138.7% | +168.6% |
| 5Y | +194.1% | -27.8% | +221.9% | +179.0% |
| 10Y | +1,123.6% | +2.4% | +1,121.2% | +840.6% |
| All | +1,516.1% | -3.0% | +1,519.1% | +1,385.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 all: compounded portfolio wealth divided by compounded BB 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…
all analysis · Full analysis span regression · 6 months rolling