+1,567.2%
NRG vs SUI
+1,057.5%
+509.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.3% | +6.8% | +6.6% |
| 7D | +7.1% | -2.8% | +9.9% | +8.3% |
| 30D | -1.4% | -1.2% | -0.2% | -0.9% |
| 3M | -10.5% | -1.7% | -8.7% | -10.3% |
| 6M | -26.7% | -10.5% | -16.3% | -24.0% |
| YTD | -24.5% | -1.8% | -22.7% | -24.5% |
| 1Y | -18.6% | -4.1% | -14.5% | -18.2% |
| 3Y | +227.1% | +11.3% | +215.9% | +200.2% |
| 5Y | +198.8% | -32.1% | +230.9% | +230.1% |
| 10Y | +1,122.3% | +110.4% | +1,011.8% | +736.7% |
| All | +1,567.2% | +1,057.5% | +509.7% | +358.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling