+924.9%
NRG vs HAS
+97.5%
+827.4%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.8% |
| 7D | +10.0% | +1.4% | +8.6% | +9.6% |
| 30D | -3.2% | +26.3% | -29.5% | -9.9% |
| 3M | -18.5% | +25.6% | -44.1% | -24.1% |
| 6M | -25.3% | +30.3% | -55.5% | -31.8% |
| YTD | -38.1% | +50.4% | -88.5% | -46.2% |
| 1Y | -40.7% | +57.7% | -98.4% | -49.2% |
| 3Y | +121.8% | +213.4% | -91.6% | +51.3% |
| 5Y | +209.2% | +49.1% | +160.2% | +157.2% |
| All | +924.9% | +97.5% | +827.4% | +633.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling