+256.7%
PNRG vs SPY
+312.5%
-55.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | -0.5% | -0.4% | -0.2% | -0.3% |
| 30D | +8.7% | -1.4% | +10.1% | +9.8% |
| 3M | +16.8% | +3.7% | +13.1% | +12.9% |
| 6M | +6.5% | +13.0% | -6.5% | -4.8% |
| YTD | +25.7% | +12.4% | +13.3% | +12.8% |
| 1Y | +40.5% | +18.5% | +21.9% | +20.8% |
| 3Y | +118.0% | +77.6% | +40.4% | +39.8% |
| 5Y | +261.5% | +81.7% | +179.8% | +121.7% |
| 10Y | +256.7% | +319.7% | -63.0% | +45.3% |
| All | +256.7% | +312.5% | -55.9% | +45.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling