+14.9%
NRG vs BIYA
-99.8%
+114.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.6% |
| 7D | -4.7% | -1.8% | -2.9% | -4.7% |
| 30D | -6.0% | -17.5% | +11.5% | -6.3% |
| 3M | -8.0% | -78.0% | +70.1% | -7.9% |
| 6M | -23.2% | -89.5% | +66.3% | -21.8% |
| YTD | -28.1% | -94.3% | +66.2% | -26.5% |
| 1Y | -27.3% | -98.6% | +71.3% | -22.8% |
| All | +14.9% | -99.8% | +114.6% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 BIYA 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