-49.7%
NRG vs SPXU
-30.4%
-19.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -4.9% | -8.6% | -15.5% |
| 7D | -13.7% | +2.2% | -15.9% | -12.8% |
| 30D | -13.6% | +3.8% | -17.3% | -11.8% |
| 3M | -28.5% | +3.3% | -31.8% | -26.9% |
| 6M | -45.8% | -16.7% | -29.1% | -49.6% |
| YTD | -46.9% | -28.6% | -18.3% | -53.4% |
| 1Y | -49.7% | -30.6% | -19.1% | -56.0% |
| All | -49.7% | -30.4% | -19.4% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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