+39.8%
NFLX vs EVRG
+104.1%
-64.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.4% | -0.9% |
| 7D | -2.0% | +1.4% | -3.4% | -2.0% |
| 30D | -11.9% | +7.4% | -19.3% | -12.2% |
| 3M | -20.6% | +7.2% | -27.8% | -20.8% |
| 6M | -29.0% | +9.5% | -38.5% | -29.2% |
| YTD | -33.7% | +25.6% | -59.3% | -33.8% |
| 1Y | -46.2% | +20.4% | -66.5% | -46.2% |
| 3Y | +39.8% | +108.8% | -69.0% | +43.9% |
| All | +39.8% | +104.1% | -64.3% | +43.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling