+167.1%
NXT vs EVRG
+56.7%
+110.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -2.6% | -0.7% | -1.9% | -2.5% |
| 30D | -22.4% | 0.0% | -22.4% | -22.4% |
| 3M | -27.3% | -1.0% | -26.4% | -27.5% |
| 6M | -28.5% | +1.0% | -29.4% | -29.0% |
| YTD | -6.6% | +15.1% | -21.7% | -10.2% |
| 1Y | +20.4% | +17.6% | +2.8% | +15.0% |
| 3Y | +90.9% | +70.5% | +20.5% | +54.2% |
| All | +167.1% | +56.7% | +110.4% | +115.8% |
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