+504.6%
NOW vs EVRG
+122.0%
+382.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -3.1% | +1.7% | -4.7% | -3.5% |
| 30D | -27.0% | +8.7% | -35.7% | -28.9% |
| 3M | -17.7% | +6.4% | -24.1% | -19.4% |
| 6M | +12.7% | +9.4% | +3.3% | +9.1% |
| YTD | -32.9% | +24.5% | -57.4% | -38.0% |
| 1Y | -40.4% | +20.5% | -60.8% | -44.3% |
| 3Y | -17.1% | +101.6% | -118.7% | -36.0% |
| 5Y | -25.7% | +67.5% | -93.1% | -39.1% |
| 10Y | +504.6% | +122.3% | +382.3% | +353.0% |
| All | +504.6% | +122.0% | +382.6% | +353.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling