-18.6%
NRG vs IBB
+51.5%
-70.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.9% | +7.3% | +6.8% |
| 7D | +7.1% | +1.4% | +5.7% | +6.4% |
| 30D | -1.4% | +10.5% | -11.9% | -5.1% |
| 3M | -10.5% | +23.6% | -34.1% | -19.2% |
| 6M | -26.7% | +22.6% | -49.4% | -34.0% |
| YTD | -24.5% | +25.7% | -50.2% | -32.2% |
| 1Y | -18.6% | +51.4% | -69.9% | -23.8% |
| All | -18.6% | +51.5% | -70.0% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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