-18.6%
NRG vs NVD
-61.9%
+43.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -1.4% | +7.8% | +6.2% |
| 7D | +7.1% | -11.1% | +18.2% | +4.8% |
| 30D | -1.4% | -13.3% | +11.8% | -3.3% |
| 3M | -10.5% | -19.8% | +9.4% | -12.3% |
| 6M | -26.7% | -48.8% | +22.1% | -35.0% |
| YTD | -24.5% | -49.7% | +25.1% | -32.5% |
| 1Y | -18.6% | -61.4% | +42.8% | -30.0% |
| All | -18.6% | -61.9% | +43.3% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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