-49.7%
NRG vs NDAQ
+28.8%
-78.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +2.6% | -16.1% | -13.1% |
| 7D | -13.7% | +3.9% | -17.7% | -13.2% |
| 30D | -13.6% | +19.0% | -32.6% | -11.7% |
| 3M | -28.5% | +17.6% | -46.1% | -27.1% |
| 6M | -45.8% | +21.0% | -66.8% | -44.1% |
| YTD | -46.9% | +14.1% | -61.0% | -45.5% |
| 1Y | -49.7% | +29.4% | -79.1% | -52.4% |
| All | -49.7% | +28.8% | -78.5% | -52.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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