+3.4%
NU vs EVRG
+17.4%
-14.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | +7.5% | +1.1% | +6.4% | +7.5% |
| 30D | +6.1% | -1.0% | +7.2% | +6.1% |
| 3M | +26.8% | +0.4% | +26.4% | +26.6% |
| 6M | +2.5% | -0.8% | +3.3% | +2.1% |
| YTD | -8.2% | +15.3% | -23.5% | -7.6% |
| 1Y | +3.4% | +17.9% | -14.5% | +6.6% |
| All | +3.4% | +17.4% | -14.1% | +6.6% |
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