-49.7%
NRG vs HAS
+66.3%
-116.0%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +3.1% | -16.6% | -13.6% |
| 7D | -13.7% | +2.4% | -16.2% | -13.7% |
| 30D | -13.6% | +31.6% | -45.2% | -14.9% |
| 3M | -28.5% | +33.9% | -62.4% | -29.7% |
| 6M | -45.8% | +31.4% | -77.2% | -47.3% |
| YTD | -46.9% | +51.6% | -98.6% | -49.6% |
| 1Y | -49.7% | +65.2% | -114.9% | -51.8% |
| All | -49.7% | +66.3% | -116.0% | -51.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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