-88.6%
NRGD vs SPY
+27.4%
-116.0%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -2.9% | -4.3% |
| 7D | -1.6% | +0.5% | -2.2% | -0.8% |
| 30D | -37.9% | -0.9% | -37.0% | -39.0% |
| 3M | -45.8% | +3.9% | -49.7% | -43.5% |
| 6M | -61.8% | +14.5% | -76.4% | -53.6% |
| YTD | -83.2% | +12.9% | -96.1% | -80.3% |
| 1Y | -84.6% | +19.4% | -103.9% | -78.7% |
| All | -88.6% | +27.4% | -116.0% | -74.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling