+1,337.5%
STX vs NRG
+198.7%
+1,138.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -3.2% | +0.6% | -1.3% |
| 7D | +8.0% | -0.2% | +8.1% | +8.1% |
| 30D | +5.1% | -6.8% | +11.9% | +8.0% |
| 3M | +5.8% | -7.1% | +12.9% | +8.5% |
| 6M | +124.9% | -27.6% | +152.5% | +151.7% |
| YTD | +213.9% | -29.2% | +243.1% | +253.4% |
| 1Y | +350.4% | -29.9% | +380.3% | +410.3% |
| All | +1,337.5% | +198.7% | +1,138.9% | +839.1% |
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