-99.1%
NVD vs EVRG
+64.6%
-163.8%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | -0.1% | 0.0% |
| 7D | +10.8% | +0.1% | +10.7% | +10.8% |
| 30D | +0.8% | -1.2% | +2.0% | +1.6% |
| 3M | -20.8% | -0.6% | -20.2% | -20.8% |
| 6M | -41.2% | +2.4% | -43.6% | -42.3% |
| YTD | -44.2% | +15.5% | -59.6% | -49.4% |
| 1Y | -54.2% | +16.8% | -71.0% | -58.8% |
| 3Y | -99.1% | +75.0% | -174.1% | -99.5% |
| All | -99.1% | +64.6% | -163.8% | -99.4% |
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 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