-30.3%
NXT vs EVRG
+9.2%
-39.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.6% | +1.0% | +1.8% |
| 7D | -9.4% | +1.4% | -10.8% | -8.8% |
| 30D | +15.1% | +7.4% | +7.7% | +19.0% |
| 3M | -9.1% | +7.2% | -16.3% | -7.7% |
| 6M | -30.3% | +9.5% | -39.8% | -28.6% |
| All | -30.3% | +9.2% | -39.5% | -28.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling