+14,546.7%
NVDA vs EVRG
+113.9%
+14,432.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.4% | -0.1% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | -2.5% | -1.2% | -1.3% | -2.2% |
| 3M | +6.7% | -0.6% | +7.3% | +6.7% |
| 6M | +17.6% | +2.4% | +15.2% | +16.3% |
| YTD | +17.3% | +15.5% | +1.9% | +11.6% |
| 1Y | +23.5% | +16.8% | +6.7% | +16.8% |
| 3Y | +384.6% | +75.0% | +309.6% | +291.0% |
| 5Y | +875.4% | +49.3% | +826.1% | +730.8% |
| All | +14,546.7% | +113.9% | +14,432.8% | +11,007.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling