-49.7%
NRG vs IBB
+42.2%
-91.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.6% | -16.1% | -14.3% |
| 7D | -13.7% | +2.2% | -15.9% | -14.4% |
| 30D | -13.6% | +6.3% | -19.9% | -15.4% |
| 3M | -28.5% | +16.3% | -44.8% | -32.7% |
| 6M | -45.8% | +30.0% | -75.7% | -52.6% |
| YTD | -46.9% | +31.1% | -78.1% | -53.7% |
| 1Y | -49.7% | +42.0% | -91.7% | -57.6% |
| All | -49.7% | +42.2% | -91.9% | -57.6% |
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