-49.7%
NRG vs EOSE
-85.5%
+35.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +12.6% | -26.1% | -14.5% |
| 7D | -13.7% | +9.7% | -23.5% | -14.6% |
| 30D | -13.6% | -34.6% | +21.0% | -10.7% |
| 3M | -28.5% | -50.8% | +22.3% | -24.7% |
| 6M | -45.8% | -66.5% | +20.7% | -41.6% |
| YTD | -46.9% | -81.3% | +34.4% | -41.6% |
| 1Y | -49.7% | -84.8% | +35.1% | -43.1% |
| All | -49.7% | -85.5% | +35.8% | -43.1% |
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