+16.8%
NRG vs BIYA
-99.8%
+116.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.4% | -3.1% | -3.6% |
| 7D | +3.9% | +2.7% | +1.1% | +3.9% |
| 30D | -3.0% | -16.7% | +13.7% | -3.3% |
| 3M | -10.9% | -74.6% | +63.7% | -10.7% |
| 6M | -25.3% | -85.4% | +60.1% | -24.3% |
| YTD | -26.8% | -94.2% | +67.3% | -25.2% |
| 1Y | -23.3% | -98.6% | +75.3% | -18.5% |
| All | +16.8% | -99.8% | +116.6% | +27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling