+525.4%
NJR price history and return analytics
+357.8%
+167.6%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.7% |
| 7D | +0.5% | +2.9% | -2.4% | -1.3% |
| 30D | +6.0% | -2.5% | +8.5% | +7.6% |
| 3M | +0.3% | -3.3% | +3.6% | +2.2% |
| 6M | -1.7% | +1.5% | -3.2% | -3.5% |
| YTD | +22.5% | +11.4% | +11.1% | +12.6% |
| 1Y | +24.0% | +11.9% | +12.1% | +13.4% |
| 3Y | +50.3% | +73.9% | -23.5% | +0.7% |
| 5Y | +70.0% | +57.9% | +12.1% | +20.0% |
| 10Y | +128.3% | +222.6% | -94.4% | +1.8% |
| All | +525.4% | +357.8% | +167.6% | +107.9% |
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