+16.1%
NXPI vs EVRG
+44.9%
-28.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | -2.3% | +0.6% | -2.8% | -2.4% |
| 30D | -4.3% | -0.2% | -4.1% | -4.3% |
| 3M | -24.7% | -0.5% | -24.2% | -24.8% |
| 6M | +9.7% | +0.2% | +9.6% | +9.2% |
| YTD | +3.8% | +14.9% | -11.1% | -0.5% |
| 1Y | +1.6% | +18.2% | -16.6% | -3.6% |
| 3Y | +16.0% | +70.2% | -54.1% | -3.1% |
| 5Y | +16.1% | +45.3% | -29.2% | -2.6% |
| All | +16.1% | +44.9% | -28.8% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling