+523.6%
NJR price history and return analytics
+360.7%
+162.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.5% |
| 7D | -0.4% | -0.7% | +0.3% | -0.1% |
| 30D | +5.7% | -1.7% | +7.4% | +6.7% |
| 3M | +1.1% | -2.3% | +3.4% | +2.3% |
| 6M | 0.0% | +1.5% | -1.5% | -1.8% |
| YTD | +22.1% | +12.0% | +10.1% | +11.8% |
| 1Y | +23.4% | +12.9% | +10.5% | +12.2% |
| 3Y | +49.9% | +74.9% | -25.0% | 0.0% |
| 5Y | +68.7% | +59.9% | +8.8% | +18.1% |
| 10Y | +127.6% | +224.6% | -97.0% | +1.1% |
| All | +523.6% | +360.7% | +162.9% | +106.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling