+203.7%
NRG vs GRMN
+179.1%
+24.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | -0.2% | -1.8% | +1.6% | +0.4% |
| 30D | -6.8% | -12.1% | +5.3% | -3.1% |
| 3M | -7.1% | +18.0% | -25.1% | -12.9% |
| 6M | -27.6% | +13.7% | -41.3% | -31.2% |
| YTD | -29.2% | +35.3% | -64.5% | -36.7% |
| 1Y | -29.9% | +17.2% | -47.1% | -34.6% |
| All | +203.7% | +179.1% | +24.7% | +114.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling