+1,575.9%
NRG vs IBB
+813.2%
+762.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.7% | +1.8% |
| 7D | +9.3% | -1.7% | +10.9% | +10.3% |
| 30D | +1.3% | +4.9% | -3.6% | -1.7% |
| 3M | -6.0% | +24.2% | -30.2% | -17.9% |
| 6M | -22.0% | +23.8% | -45.8% | -31.8% |
| YTD | -24.1% | +23.0% | -47.1% | -33.5% |
| 1Y | -18.0% | +46.2% | -64.2% | -35.4% |
| 3Y | +220.0% | +64.8% | +155.2% | +133.3% |
| 5Y | +201.1% | +20.9% | +180.2% | +159.1% |
| 10Y | +1,085.1% | +121.6% | +963.5% | +578.5% |
| All | +1,575.9% | +813.2% | +762.7% | +211.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling