+111.3%
EVRG vs NVMI
+3,158.6%
-3,047.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.3% | +0.2% |
| 7D | +0.1% | -0.1% | +0.2% | +0.1% |
| 30D | -1.2% | -8.4% | +7.2% | -0.8% |
| 3M | -0.6% | -33.6% | +32.9% | +1.2% |
| 6M | +2.4% | -14.7% | +17.1% | +2.5% |
| YTD | +15.5% | +13.2% | +2.2% | +13.2% |
| 1Y | +16.8% | +29.0% | -12.2% | +13.3% |
| 3Y | +75.0% | +215.0% | -140.0% | +53.0% |
| 5Y | +49.3% | +268.6% | -219.2% | +25.4% |
| All | +111.3% | +3,158.6% | -3,047.4% | +52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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