+20.4%
NXT vs EVRG
+18.2%
+2.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.2% |
| 7D | -2.6% | -0.7% | -1.9% | -2.8% |
| 30D | -22.4% | 0.0% | -22.4% | -22.4% |
| 3M | -27.3% | -1.0% | -26.4% | -27.9% |
| 6M | -28.5% | +1.0% | -29.4% | -28.9% |
| YTD | -6.6% | +15.1% | -21.7% | -7.6% |
| 1Y | +20.4% | +17.6% | +2.8% | +28.8% |
| All | +20.4% | +18.2% | +2.2% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling