-18.6%
NRG vs BBY
+27.1%
-45.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +3.2% | +3.2% | +6.1% |
| 7D | +7.1% | +9.5% | -2.4% | +6.4% |
| 30D | -1.4% | +6.8% | -8.2% | -1.8% |
| 3M | -10.5% | +28.9% | -39.3% | -12.8% |
| 6M | -26.7% | +37.8% | -64.5% | -29.4% |
| YTD | -24.5% | +38.7% | -63.3% | -27.0% |
| 1Y | -18.6% | +23.7% | -42.3% | -18.3% |
| All | -18.6% | +27.1% | -45.6% | -18.3% |
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