-54.4%
NIO vs EVRG
+100.3%
-154.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +6.9% | +1.7% | +5.2% | +6.5% |
| 30D | -4.7% | +8.7% | -13.4% | -6.5% |
| 3M | -28.1% | +6.4% | -34.5% | -29.1% |
| 6M | -41.7% | +9.4% | -51.1% | -43.4% |
| YTD | -33.1% | +24.5% | -57.6% | -38.2% |
| 1Y | -50.3% | +20.5% | -70.8% | -53.4% |
| 3Y | -54.4% | +101.6% | -155.9% | -67.6% |
| All | -54.4% | +100.3% | -154.7% | -67.6% |
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 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