+68.1%
NTAP vs EVRG
+15.1%
+53.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -1.4% |
| 7D | -16.1% | +2.3% | -18.4% | -15.6% |
| 30D | -15.9% | +9.0% | -24.9% | -14.3% |
| 3M | -1.2% | +3.7% | -4.9% | -0.7% |
| 6M | +70.1% | +6.8% | +63.3% | +72.4% |
| YTD | +77.9% | +21.9% | +56.0% | +80.2% |
| 1Y | +68.1% | +15.8% | +52.3% | +70.3% |
| All | +68.1% | +15.1% | +53.0% | +70.3% |
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