+213.9%
NRG vs HAS
+43.5%
+170.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.5% | -2.1% | -3.2% |
| 7D | +3.9% | -4.8% | +8.7% | +5.2% |
| 30D | -3.0% | -5.1% | +2.2% | -1.7% |
| 3M | -10.9% | +6.4% | -17.3% | -12.8% |
| 6M | -25.3% | -5.6% | -19.6% | -24.9% |
| YTD | -26.8% | +11.0% | -37.8% | -30.2% |
| 1Y | -23.3% | +16.8% | -40.1% | -28.2% |
| All | +213.9% | +43.5% | +170.4% | +147.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling