-18.6%
NRG vs EOSE
-49.1%
+30.5%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +10.9% | -4.4% | +5.4% |
| 7D | +7.1% | +19.0% | -11.9% | +5.2% |
| 30D | -1.4% | +1.6% | -3.0% | -1.9% |
| 3M | -10.5% | -52.0% | +41.5% | -4.8% |
| 6M | -26.7% | -42.5% | +15.8% | -24.9% |
| YTD | -24.5% | -66.1% | +41.6% | -20.0% |
| 1Y | -18.6% | -47.1% | +28.6% | -11.7% |
| All | -18.6% | -49.1% | +30.5% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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