+224.4%
NRG vs NVD
-99.1%
+323.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.4% | +1.7% |
| 7D | -4.7% | +10.8% | -15.5% | -2.6% |
| 30D | -6.0% | +0.8% | -6.7% | -5.2% |
| 3M | -8.0% | -20.8% | +12.9% | -10.7% |
| 6M | -23.2% | -41.2% | +18.0% | -28.7% |
| YTD | -28.1% | -44.2% | +16.1% | -33.2% |
| 1Y | -27.3% | -54.2% | +26.9% | -33.7% |
| 3Y | +208.7% | -99.1% | +307.8% | +110.2% |
| All | +224.4% | -99.1% | +323.6% | +120.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling