+1,065.2%
NRG vs SUI
+101.8%
+963.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -4.7% | -4.2% | -0.5% | -3.1% |
| 30D | -6.0% | -3.3% | -2.7% | -4.7% |
| 3M | -8.0% | -8.2% | +0.2% | -5.4% |
| 6M | -23.2% | -14.5% | -8.7% | -18.9% |
| YTD | -28.1% | -5.9% | -22.1% | -26.9% |
| 1Y | -27.3% | -9.7% | -17.5% | -25.2% |
| 3Y | +208.7% | +7.7% | +201.0% | +183.7% |
| 5Y | +197.7% | -31.9% | +229.5% | +235.8% |
| All | +1,065.2% | +101.8% | +963.3% | +672.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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