+755.1%
TEAM vs NRG
+1,287.3%
-532.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.3% | +1.6% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | +16.5% | -6.8% | +23.3% | +17.8% |
| 3M | +96.2% | -7.1% | +103.3% | +95.0% |
| 6M | +130.2% | -27.6% | +157.7% | +138.7% |
| YTD | +10.7% | -29.2% | +40.0% | +14.3% |
| 1Y | +3.0% | -29.9% | +32.9% | +5.8% |
| 3Y | -13.1% | +198.7% | -211.7% | -40.6% |
| 5Y | -52.7% | +192.9% | -245.6% | -67.8% |
| 10Y | +509.1% | +1,084.1% | -575.0% | +216.2% |
| All | +755.1% | +1,287.3% | -532.3% | +324.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling