+1,272.6%
NRG vs SUI
+1,057.9%
+214.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.7% |
| 7D | +17.1% | -2.4% | +19.6% | +18.1% |
| 30D | -7.9% | +3.3% | -11.2% | -9.8% |
| 3M | -18.2% | +0.7% | -18.9% | -19.1% |
| 6M | -28.4% | -4.1% | -24.2% | -28.2% |
| YTD | -37.9% | -1.8% | -36.1% | -38.4% |
| 1Y | -39.2% | -4.1% | -35.2% | -39.3% |
| 3Y | +125.3% | +17.4% | +107.9% | +101.1% |
| 5Y | +215.7% | -27.0% | +242.7% | +235.7% |
| 10Y | +985.8% | +121.2% | +864.6% | +622.4% |
| All | +1,272.6% | +1,057.9% | +214.7% | +274.1% |
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