+170.4%
NXT vs EVRG
+56.4%
+114.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.4% |
| 7D | -0.2% | +0.6% | -0.8% | -0.3% |
| 30D | -20.0% | -0.2% | -19.7% | -19.9% |
| 3M | -30.9% | -0.5% | -30.5% | -31.1% |
| 6M | -23.8% | +0.2% | -24.0% | -24.2% |
| YTD | -5.4% | +14.9% | -20.3% | -9.1% |
| 1Y | +28.0% | +18.2% | +9.8% | +22.1% |
| 3Y | +93.3% | +70.2% | +23.1% | +56.1% |
| All | +170.4% | +56.4% | +114.0% | +118.6% |
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