-88.5%
NRGD vs SPY
+25.0%
-113.5%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +0.6% |
| 7D | +23.9% | -0.6% | +24.5% | +23.0% |
| 30D | +17.5% | -3.7% | +21.2% | +11.1% |
| 3M | -25.1% | -2.7% | -22.4% | -28.7% |
| 6M | -55.6% | +2.2% | -57.8% | -55.1% |
| YTD | -82.9% | +10.8% | -93.8% | -80.6% |
| 1Y | -82.8% | +11.2% | -94.0% | -80.3% |
| All | -88.5% | +25.0% | -113.5% | -75.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling