+1,516.1%
NRG vs VRSN
+1,988.9%
-472.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.7% | -5.2% | -4.2% |
| 7D | +3.9% | -1.0% | +4.9% | +4.2% |
| 30D | -3.0% | -1.9% | -1.1% | -2.6% |
| 3M | -10.9% | +1.4% | -12.3% | -12.3% |
| 6M | -25.3% | +19.0% | -44.3% | -31.1% |
| YTD | -26.8% | +19.2% | -46.1% | -33.1% |
| 1Y | -23.3% | +1.7% | -25.0% | -25.9% |
| 3Y | +208.6% | +41.4% | +167.2% | +158.3% |
| 5Y | +194.1% | +31.7% | +162.5% | +148.7% |
| 10Y | +1,123.6% | +290.3% | +833.3% | +580.0% |
| All | +1,516.1% | +1,988.9% | -472.8% | +406.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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