-18.6%
NRG vs HAS
+20.3%
-38.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.5% | +6.9% | +6.5% |
| 7D | +7.1% | -1.8% | +8.9% | +7.3% |
| 30D | -1.4% | +2.3% | -3.7% | -1.6% |
| 3M | -10.5% | +10.4% | -20.8% | -11.8% |
| 6M | -26.7% | -3.2% | -23.5% | -27.3% |
| YTD | -24.5% | +15.4% | -39.9% | -27.4% |
| 1Y | -18.6% | +18.8% | -37.4% | -25.6% |
| All | -18.6% | +20.3% | -38.9% | -25.6% |
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