+193.5%
NRG vs NDAQ
+48.5%
+144.9%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +2.0% |
| 7D | -4.7% | -5.9% | +1.2% | -2.5% |
| 30D | -6.0% | -4.7% | -1.3% | -4.4% |
| 3M | -8.0% | +5.5% | -13.5% | -10.6% |
| 6M | -23.2% | +7.4% | -30.5% | -26.5% |
| YTD | -28.1% | -5.5% | -22.6% | -27.5% |
| 1Y | -27.3% | -3.7% | -23.6% | -27.5% |
| 3Y | +208.7% | +85.0% | +123.7% | +133.3% |
| All | +193.5% | +48.5% | +144.9% | +128.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling