+124.8%
NTAP vs EVRG
+44.9%
+79.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | +2.2% | +0.6% | +1.6% | +2.2% |
| 30D | -7.0% | -0.2% | -6.8% | -7.0% |
| 3M | +12.3% | -0.5% | +12.8% | +12.2% |
| 6M | +85.1% | +0.2% | +84.9% | +84.7% |
| YTD | +74.8% | +14.9% | +59.9% | +70.9% |
| 1Y | +52.7% | +18.2% | +34.5% | +48.5% |
| 3Y | +147.7% | +70.2% | +77.5% | +125.8% |
| 5Y | +124.8% | +45.3% | +79.4% | +106.9% |
| All | +124.8% | +44.9% | +79.9% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling