+121.8%
NRG vs IBB
+86.1%
+35.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.5% | -0.7% |
| 7D | +10.0% | -0.5% | +10.5% | +10.4% |
| 30D | -3.2% | +4.6% | -7.8% | -5.8% |
| 3M | -18.5% | +6.8% | -25.3% | -22.1% |
| 6M | -25.3% | +23.1% | -48.4% | -35.3% |
| YTD | -38.1% | +26.0% | -64.1% | -47.4% |
| 1Y | -40.7% | +30.4% | -71.1% | -50.7% |
| 3Y | +121.8% | +85.4% | +36.3% | +38.9% |
| All | +121.8% | +86.1% | +35.7% | +38.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling