+208.7%
NRG vs SPXU
-79.9%
+288.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +0.4% |
| 7D | -4.7% | +2.5% | -7.2% | -3.4% |
| 30D | -6.0% | +4.2% | -10.2% | -3.8% |
| 3M | -8.0% | -9.3% | +1.3% | -11.8% |
| 6M | -23.2% | -30.7% | +7.5% | -34.5% |
| YTD | -28.1% | -28.1% | +0.1% | -36.9% |
| 1Y | -27.3% | -35.2% | +8.0% | -38.5% |
| 3Y | +208.7% | -79.9% | +288.6% | +88.8% |
| All | +208.7% | -79.9% | +288.6% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling