-84.7%
NRGD vs SPY
+11.8%
-96.4%
-88.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -5.0% | -4.8% |
| 7D | -12.6% | +3.3% | -15.9% | -17.2% |
| 30D | +16.0% | -2.7% | +18.7% | +21.2% |
| 3M | -29.5% | -1.7% | -27.8% | -27.5% |
| 6M | -56.4% | +3.1% | -59.5% | -58.6% |
| YTD | -85.1% | +11.9% | -97.0% | -87.7% |
| 1Y | -84.7% | +12.0% | -96.7% | -87.5% |
| All | -84.7% | +11.8% | -96.4% | -87.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling