+131.1%
NRGU vs SPY
+26.0%
+105.1%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.2% |
| 7D | +5.2% | -2.0% | +7.2% | +8.4% |
| 30D | +28.6% | -1.7% | +30.3% | +31.4% |
| 3M | +56.1% | +4.7% | +51.3% | +39.6% |
| 6M | +88.6% | +12.5% | +76.1% | +37.6% |
| YTD | +245.0% | +11.7% | +233.2% | +153.9% |
| 1Y | +201.9% | +17.5% | +184.4% | +89.8% |
| All | +131.1% | +26.0% | +105.1% | +20.0% |
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