+1,735.9%
NXPI vs NRG
+551.9%
+1,184.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -3.2% | +4.6% | +2.4% |
| 7D | +0.7% | -0.2% | +0.8% | +0.6% |
| 30D | -4.2% | -6.8% | +2.6% | -2.4% |
| 3M | -20.4% | -7.1% | -13.3% | -19.8% |
| 6M | +12.5% | -27.6% | +40.1% | +21.5% |
| YTD | +5.2% | -29.2% | +34.4% | +13.9% |
| 1Y | +5.1% | -29.9% | +35.0% | +13.4% |
| 3Y | +17.7% | +198.7% | -181.0% | -25.7% |
| 5Y | +16.8% | +192.9% | -176.1% | -26.9% |
| 10Y | +215.8% | +1,084.1% | -868.4% | +24.1% |
| All | +1,735.9% | +551.9% | +1,184.0% | +793.5% |
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