+1,149.8%
NBIX vs EVRG
+1,095.8%
+53.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.4% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | -0.2% | -1.2% | +1.0% | +0.3% |
| 3M | -4.0% | -0.6% | -3.4% | -3.9% |
| 6M | +20.6% | +2.4% | +18.2% | +18.7% |
| YTD | +10.1% | +15.5% | -5.3% | +2.7% |
| 1Y | +8.8% | +16.8% | -8.0% | +0.8% |
| 3Y | +42.5% | +75.0% | -32.5% | +9.3% |
| 5Y | +61.5% | +49.3% | +12.1% | +30.1% |
| 10Y | +217.6% | +113.5% | +104.1% | +99.8% |
| All | +1,149.8% | +1,095.8% | +53.9% | +236.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling