+203.7%
NRG vs NDAQ
+85.5%
+118.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -2.4% |
| 7D | -0.2% | -6.8% | +6.6% | +2.3% |
| 30D | -6.8% | -3.2% | -3.6% | -5.9% |
| 3M | -7.1% | +6.5% | -13.6% | -10.0% |
| 6M | -27.6% | +5.7% | -33.3% | -30.1% |
| YTD | -29.2% | -4.6% | -24.6% | -28.3% |
| 1Y | -29.9% | -1.6% | -28.3% | -30.6% |
| All | +203.7% | +85.5% | +118.2% | +136.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling