+220.0%
NRG vs SUI
+12.1%
+208.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.6% |
| 7D | +9.3% | -3.1% | +12.4% | +9.4% |
| 30D | +1.3% | -2.3% | +3.6% | +1.4% |
| 3M | -6.0% | -2.8% | -3.2% | -6.0% |
| 6M | -22.0% | -12.4% | -9.6% | -21.5% |
| YTD | -24.1% | -3.3% | -20.8% | -24.1% |
| 1Y | -18.0% | -5.8% | -12.2% | -17.8% |
| 3Y | +220.0% | +12.5% | +207.5% | +203.0% |
| All | +220.0% | +12.1% | +208.0% | +203.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling