+212.4%
NXPI vs EVRG
+124.6%
+87.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | +6.8% | +1.4% | +5.3% | +6.3% |
| 30D | +20.0% | +7.4% | +12.7% | +17.0% |
| 3M | +14.8% | +7.2% | +7.6% | +11.9% |
| 6M | -10.5% | +9.5% | -19.9% | -13.6% |
| YTD | +23.7% | +25.6% | -1.8% | +13.3% |
| 1Y | +34.1% | +20.4% | +13.7% | +24.6% |
| 3Y | +51.2% | +108.8% | -57.6% | +12.0% |
| 5Y | +33.4% | +68.0% | -34.5% | +7.0% |
| All | +212.4% | +124.6% | +87.8% | +136.5% |
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