-49.7%
NRG vs BTDR
-69.9%
+20.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -5.6% | -7.9% | -12.6% |
| 7D | -13.7% | -17.6% | +3.8% | -11.2% |
| 30D | -13.6% | -40.3% | +26.7% | -7.0% |
| 3M | -28.5% | -42.6% | +14.1% | -23.5% |
| 6M | -45.8% | -46.3% | +0.5% | -42.5% |
| YTD | -46.9% | -41.7% | -5.2% | -45.8% |
| 1Y | -49.7% | -69.4% | +19.7% | -43.8% |
| All | -49.7% | -69.9% | +20.2% | -43.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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