-16.0%
TEAM vs NRG
+203.5%
-219.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | -0.1% |
| 7D | -5.2% | -4.7% | -0.5% | -4.9% |
| 30D | +15.8% | -6.0% | +21.7% | +16.2% |
| 3M | +101.5% | -8.0% | +109.4% | +99.8% |
| 6M | +138.2% | -23.2% | +161.3% | +140.4% |
| YTD | +10.8% | -28.1% | +38.9% | +12.4% |
| 1Y | +1.7% | -27.3% | +29.0% | +1.9% |
| 3Y | -16.0% | +208.7% | -224.7% | -52.4% |
| All | -16.0% | +203.5% | -219.5% | -52.4% |
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