+41.5%
NU vs NRG
+232.2%
-190.7%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +22.6% |
| 6M | +0.9% | -23.2% | +24.1% | +7.1% |
| YTD | -12.7% | -28.1% | +15.4% | -5.9% |
| 1Y | -6.4% | -27.3% | +20.9% | 0.0% |
| 3Y | +98.1% | +208.7% | -110.6% | +19.2% |
| All | +41.5% | +232.2% | -190.7% | -13.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling