-16.3%
NOW vs EVRG
+93.6%
-109.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.3% |
| 7D | -3.0% | +1.9% | -4.9% | -2.4% |
| 30D | -26.0% | +9.0% | -35.1% | -24.1% |
| 3M | -13.1% | +6.3% | -19.4% | -11.4% |
| 6M | +14.5% | +9.9% | +4.6% | +17.6% |
| YTD | -33.4% | +23.8% | -57.3% | -30.8% |
| 1Y | -40.6% | +19.9% | -60.5% | -38.3% |
| 3Y | -16.3% | +94.3% | -110.6% | -4.1% |
| All | -16.3% | +93.6% | -109.9% | -4.1% |
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