-49.7%
NRG vs BBY
+33.0%
-82.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +8.0% | -21.5% | -12.8% |
| 7D | -13.7% | +4.5% | -18.3% | -13.1% |
| 30D | -13.6% | +16.0% | -29.6% | -12.9% |
| 3M | -28.5% | +18.6% | -47.1% | -27.9% |
| 6M | -45.8% | +80.1% | -125.8% | -46.2% |
| YTD | -46.9% | +57.4% | -104.4% | -46.7% |
| 1Y | -49.7% | +34.5% | -84.2% | -47.0% |
| All | -49.7% | +33.0% | -82.7% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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