+15.1%
TEAM vs NRG
-50.8%
+65.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -13.5% | +12.9% | -4.4% |
| 7D | -13.7% | -13.7% | 0.0% | -17.1% |
| 30D | -3.4% | -13.6% | +10.1% | -6.8% |
| 3M | +72.1% | -28.5% | +100.7% | +56.5% |
| 6M | +103.8% | -45.8% | +149.6% | +74.0% |
| YTD | +17.1% | -46.9% | +64.1% | +0.2% |
| 1Y | +15.1% | -49.7% | +64.8% | -1.6% |
| All | +15.1% | -50.8% | +65.9% | -1.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling