+152.9%
HNRG price history and return analytics
+229.8%
-76.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.9% | -2.6% | -2.7% |
| 7D | -7.6% | -1.1% | -6.5% | -6.4% |
| 30D | -2.7% | -1.0% | -1.7% | -1.6% |
| 3M | -4.9% | +3.2% | -8.1% | -7.9% |
| 6M | -18.9% | +12.5% | -31.4% | -28.7% |
| YTD | -19.4% | +14.1% | -33.5% | -30.3% |
| 1Y | -10.3% | +18.9% | -29.3% | -25.7% |
| 3Y | +38.2% | +74.1% | -35.9% | -22.9% |
| 5Y | +501.6% | +66.9% | +434.7% | +249.7% |
| All | +152.9% | +229.8% | -76.9% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling