-20.1%
NVDL vs EVRG
+15.1%
-35.2%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.0% | -5.6% |
| 7D | -14.0% | +2.3% | -16.4% | -12.8% |
| 30D | -31.2% | +9.0% | -40.2% | -27.8% |
| 3M | -15.5% | +3.7% | -19.2% | -13.7% |
| 6M | -10.3% | +6.8% | -17.1% | -6.0% |
| YTD | -5.8% | +21.9% | -27.7% | +2.5% |
| 1Y | -20.1% | +15.8% | -35.9% | -10.8% |
| All | -20.1% | +15.1% | -35.2% | -10.8% |
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