-6.3%
NVTS vs EVRG
+57.3%
-63.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.6% |
| 7D | +9.7% | +0.9% | +8.8% | +9.6% |
| 30D | -13.6% | -0.5% | -13.1% | -13.6% |
| 3M | -51.0% | +1.5% | -52.5% | -51.3% |
| 6M | +46.3% | +1.2% | +45.2% | +45.6% |
| YTD | +68.1% | +16.3% | +51.7% | +63.6% |
| 1Y | +113.9% | +20.3% | +93.6% | +108.4% |
| 3Y | +45.3% | +72.3% | -27.0% | +31.2% |
| All | -6.3% | +57.3% | -63.5% | -12.2% |
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