+760.2%
NRG vs SNAP
-77.4%
+837.6%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | +9.3% | +1.5% | +7.8% | +9.0% |
| 30D | +1.3% | +1.9% | -0.6% | +0.9% |
| 3M | -6.0% | -3.9% | -2.1% | -6.4% |
| 6M | -22.0% | +5.2% | -27.2% | -23.4% |
| YTD | -24.1% | -32.7% | +8.6% | -22.1% |
| 1Y | -18.0% | -24.8% | +6.8% | -17.1% |
| 3Y | +220.0% | -42.2% | +262.2% | +223.8% |
| 5Y | +201.1% | -92.7% | +293.8% | +237.9% |
| All | +760.2% | -77.4% | +837.6% | +672.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SNAP.
Daily Out/Under-Performance
Portfolio return minus SNAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNAP 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 SNAP 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