+712.5%
NVT vs EVRG
+113.0%
+599.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | +2.0% | -0.7% | +2.7% | +2.3% |
| 30D | -7.2% | 0.0% | -7.2% | -7.2% |
| 3M | -0.9% | -1.0% | +0.1% | -0.8% |
| 6M | +42.6% | +1.0% | +41.6% | +41.0% |
| YTD | +52.9% | +15.1% | +37.8% | +42.7% |
| 1Y | +64.5% | +17.6% | +46.9% | +51.6% |
| 3Y | +178.0% | +70.5% | +107.5% | +112.4% |
| 5Y | +402.8% | +48.9% | +353.9% | +305.9% |
| All | +712.5% | +113.0% | +599.5% | +502.3% |
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