-25.3%
NXT vs EVRG
+7.7%
-33.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.1% | -6.9% | -7.0% |
| 7D | -6.0% | +1.0% | -7.0% | -5.5% |
| 30D | +5.4% | +7.5% | -2.0% | +9.6% |
| 3M | -9.7% | +6.8% | -16.5% | -8.0% |
| 6M | -25.3% | +7.7% | -33.1% | -23.3% |
| All | -25.3% | +7.7% | -33.0% | -23.3% |
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