-61.4%
NVD vs EVRG
+17.4%
-78.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -11.1% | +1.1% | -12.2% | -11.7% |
| 30D | -13.3% | -1.0% | -12.2% | -12.8% |
| 3M | -19.8% | +0.4% | -20.2% | -20.5% |
| 6M | -48.8% | -0.8% | -47.9% | -48.7% |
| YTD | -49.7% | +15.3% | -65.0% | -54.3% |
| 1Y | -61.4% | +17.9% | -79.3% | -64.4% |
| All | -61.4% | +17.4% | -78.8% | -64.4% |
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