+2,874.5%
V vs NRG
+297.0%
+2,577.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.5% | -2.2% | -1.8% |
| 7D | -1.1% | +9.3% | -10.3% | -3.0% |
| 30D | +1.9% | +1.3% | +0.6% | +1.3% |
| 3M | +15.5% | -6.0% | +21.5% | +15.6% |
| 6M | +16.6% | -22.0% | +38.6% | +20.6% |
| YTD | +5.7% | -24.1% | +29.9% | +9.3% |
| 1Y | +8.6% | -18.0% | +26.6% | +9.2% |
| 3Y | +52.5% | +220.0% | -167.5% | +2.6% |
| 5Y | +67.1% | +201.1% | -134.0% | +11.9% |
| 10Y | +376.8% | +1,085.1% | -708.3% | +115.4% |
| All | +2,874.5% | +297.0% | +2,577.5% | +1,529.4% |
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 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