-49.7%
NRG vs EVRG
+15.1%
-64.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.9% | -14.4% | -14.0% |
| 7D | -13.7% | +2.3% | -16.0% | -14.9% |
| 30D | -13.6% | +9.0% | -22.6% | -18.1% |
| 3M | -28.5% | +3.7% | -32.2% | -30.3% |
| 6M | -45.8% | +6.8% | -52.6% | -48.4% |
| YTD | -46.9% | +21.9% | -68.9% | -52.7% |
| 1Y | -49.7% | +15.8% | -65.5% | -54.2% |
| All | -49.7% | +15.1% | -64.8% | -54.2% |
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