+0.9%
NU vs NRG
-25.9%
+26.8%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -3.1% |
| 7D | -4.9% | -4.7% | -0.2% | -3.6% |
| 30D | +7.8% | -6.0% | +13.8% | +9.7% |
| 3M | +20.9% | -8.0% | +28.9% | +21.3% |
| 6M | +0.9% | -23.2% | +24.1% | +5.1% |
| All | +0.9% | -25.9% | +26.8% | +5.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 6mo: compounded portfolio wealth divided by compounded NRG 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…
6mo analysis · Full analysis span regression · 6 months rolling