+208.7%
NRG vs TROW
+11.3%
+197.3%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.2% |
| 7D | -4.7% | -3.2% | -1.5% | -3.2% |
| 30D | -6.0% | -4.6% | -1.4% | -3.9% |
| 3M | -8.0% | -0.7% | -7.3% | -9.0% |
| 6M | -23.2% | +22.2% | -45.4% | -32.1% |
| YTD | -28.1% | +6.6% | -34.7% | -31.9% |
| 1Y | -27.3% | +5.8% | -33.1% | -31.0% |
| 3Y | +208.7% | +11.6% | +197.0% | +167.2% |
| All | +208.7% | +11.3% | +197.3% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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