+193.5%
NRG vs BLDR
+10.9%
+182.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.4% | -0.8% | +1.1% |
| 7D | -4.7% | -8.2% | +3.6% | -2.8% |
| 30D | -6.0% | -16.6% | +10.7% | -2.1% |
| 3M | -8.0% | -23.2% | +15.2% | -3.0% |
| 6M | -23.2% | -33.7% | +10.6% | -16.8% |
| YTD | -28.1% | -41.3% | +13.3% | -20.3% |
| 1Y | -27.3% | -58.8% | +31.5% | -13.1% |
| 3Y | +208.7% | -57.5% | +266.1% | +251.5% |
| All | +193.5% | +10.9% | +182.6% | +168.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling