+1,022.8%
NBIS vs EVRG
+43.7%
+979.0%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.4% |
| 7D | -0.8% | +0.1% | -0.9% | -0.8% |
| 30D | -13.4% | -1.2% | -12.1% | -14.0% |
| 3M | +1.0% | -0.6% | +1.7% | +0.6% |
| 6M | +100.5% | +2.4% | +98.1% | +104.4% |
| YTD | +168.3% | +15.5% | +152.8% | +188.4% |
| 1Y | +151.8% | +16.8% | +134.9% | +171.5% |
| All | +1,022.8% | +43.7% | +979.0% | +1,370.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 5y: compounded portfolio wealth divided by compounded EVRG 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…
5y analysis · Full analysis span regression · 6 months rolling