-38.0%
NIO vs EVRG
+17.4%
-55.5%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.6% |
| 7D | -13.0% | +1.1% | -14.1% | -13.0% |
| 30D | -18.3% | -1.0% | -17.3% | -18.3% |
| 3M | -33.2% | +0.4% | -33.6% | -34.0% |
| 6M | -21.5% | -0.8% | -20.6% | -22.4% |
| YTD | -25.5% | +15.3% | -40.8% | -30.8% |
| 1Y | -38.0% | +17.9% | -55.9% | -34.9% |
| All | -38.0% | +17.4% | -55.5% | -34.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling