+14,142.9%
NUE vs EVRG
+2,060.4%
+12,082.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.1% |
| 7D | -2.3% | +0.6% | -2.9% | -2.6% |
| 30D | -6.1% | -0.2% | -5.8% | -6.1% |
| 3M | +1.7% | -0.5% | +2.1% | +1.7% |
| 6M | +53.1% | +0.2% | +52.9% | +52.3% |
| YTD | +59.0% | +14.9% | +44.2% | +48.6% |
| 1Y | +85.3% | +18.2% | +67.1% | +70.7% |
| 3Y | +63.2% | +70.2% | -6.9% | +25.9% |
| 5Y | +146.8% | +45.3% | +101.4% | +102.2% |
| 10Y | +584.3% | +112.4% | +471.9% | +348.4% |
| All | +14,142.9% | +2,060.4% | +12,082.5% | +3,295.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling