+187.6%
PNRG vs SPY
+72.1%
+115.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +5.1% | +2.6% | +2.5% | +3.5% |
| 30D | -8.2% | -2.0% | -6.2% | -7.2% |
| 3M | -0.3% | -2.8% | +2.5% | +1.3% |
| 6M | -22.4% | +2.1% | -24.6% | -24.0% |
| YTD | +14.1% | +11.5% | +2.6% | +5.1% |
| 1Y | +37.2% | +13.5% | +23.8% | +24.9% |
| 3Y | +85.8% | +77.7% | +8.1% | +37.8% |
| All | +187.6% | +72.1% | +115.5% | +116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling