+27.0%
NFLX vs EVRG
+45.7%
-18.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | 0.0% |
| 7D | -8.1% | -0.7% | -7.4% | -8.0% |
| 30D | +1.6% | 0.0% | +1.6% | +1.6% |
| 3M | -7.3% | -1.0% | -6.4% | -7.2% |
| 6M | -21.6% | +1.0% | -22.6% | -21.7% |
| YTD | -18.9% | +15.1% | -34.0% | -20.4% |
| 1Y | -39.1% | +17.6% | -56.7% | -40.4% |
| 3Y | +71.7% | +70.5% | +1.2% | +59.2% |
| 5Y | +27.0% | +48.9% | -21.9% | +21.7% |
| All | +27.0% | +45.7% | -18.7% | +21.7% |
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