+192.4%
NRGU vs SPY
+14.6%
+177.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.4% | +1.7% | -19.1% | -14.2% |
| 7D | -26.0% | -0.7% | -25.3% | -26.4% |
| 30D | -11.5% | -1.0% | -10.4% | -12.0% |
| 3M | +23.2% | -0.3% | +23.5% | +24.4% |
| 6M | +18.5% | +7.3% | +11.2% | +38.1% |
| YTD | +191.2% | +13.3% | +177.9% | +280.3% |
| 1Y | +192.4% | +14.8% | +177.6% | +281.5% |
| All | +192.4% | +14.6% | +177.7% | +281.5% |
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