+22.7%
NXPI vs NRG
+203.5%
-180.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +1.6% | +2.9% | +4.1% |
| 7D | +3.9% | -4.7% | +8.5% | +5.1% |
| 30D | +1.4% | -6.0% | +7.3% | +2.8% |
| 3M | -21.5% | -8.0% | -13.6% | -20.9% |
| 6M | +19.4% | -23.2% | +42.6% | +25.1% |
| YTD | +9.9% | -28.1% | +38.0% | +17.0% |
| 1Y | +7.9% | -27.3% | +35.2% | +13.8% |
| 3Y | +22.7% | +208.7% | -186.0% | -23.0% |
| All | +22.7% | +203.5% | -180.8% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling