+519.2%
NRG vs BUD
+198.8%
+320.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | +9.3% | +0.8% | +8.5% | +9.0% |
| 30D | +1.3% | -4.8% | +6.1% | +3.0% |
| 3M | -6.0% | +1.4% | -7.3% | -6.8% |
| 6M | -22.0% | +9.9% | -31.8% | -24.9% |
| YTD | -24.1% | +26.3% | -50.5% | -30.6% |
| 1Y | -18.0% | +36.1% | -54.2% | -27.3% |
| 3Y | +220.0% | +48.6% | +171.4% | +167.3% |
| 5Y | +201.1% | +45.0% | +156.1% | +147.8% |
| 10Y | +1,085.1% | -23.1% | +1,108.2% | +1,078.1% |
| All | +519.2% | +198.8% | +320.5% | +247.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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