+14,390.0%
PNRG vs SPY
+3,091.8%
+11,298.2%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +3.6% | +0.1% | +3.5% | +3.6% |
| 30D | +16.4% | +0.1% | +16.4% | +16.3% |
| 3M | +17.8% | +2.0% | +15.8% | +16.2% |
| 6M | +6.6% | +13.0% | -6.4% | -0.9% |
| YTD | +27.1% | +13.5% | +13.6% | +17.8% |
| 1Y | +41.3% | +20.0% | +21.3% | +27.4% |
| 3Y | +121.9% | +77.2% | +44.8% | +66.4% |
| 5Y | +322.1% | +81.9% | +240.2% | +207.1% |
| 10Y | +268.3% | +314.1% | -45.7% | +84.8% |
| All | +14,390.0% | +3,091.8% | +11,298.2% | +4,624.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling