+34.7%
NXPI vs EVRG
+66.7%
-32.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -1.0% |
| 7D | +6.8% | +1.4% | +5.3% | +6.4% |
| 30D | +20.0% | +7.4% | +12.7% | +18.1% |
| 3M | +14.8% | +7.2% | +7.6% | +12.9% |
| 6M | -10.5% | +9.5% | -19.9% | -12.6% |
| YTD | +23.7% | +25.6% | -1.8% | +16.1% |
| 1Y | +34.1% | +20.4% | +13.7% | +27.2% |
| 3Y | +51.2% | +108.8% | -57.6% | +17.2% |
| All | +34.7% | +66.7% | -32.0% | +16.1% |
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