+1,065.2%
NRG vs PAAS
+230.4%
+834.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | -4.7% | -1.9% | -2.7% | -4.5% |
| 30D | -6.0% | -3.6% | -2.4% | -5.7% |
| 3M | -8.0% | +8.6% | -16.5% | -9.3% |
| 6M | -23.2% | -16.7% | -6.5% | -22.0% |
| YTD | -28.1% | -1.9% | -26.1% | -28.7% |
| 1Y | -27.3% | +38.0% | -65.3% | -31.0% |
| 3Y | +208.7% | +234.9% | -26.3% | +158.4% |
| 5Y | +197.7% | +119.5% | +78.2% | +155.8% |
| All | +1,065.2% | +230.4% | +834.8% | +824.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling