+177.4%
NXT vs EVRG
+57.0%
+120.4%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.3% |
| 7D | -1.1% | +1.1% | -2.2% | -1.2% |
| 30D | -15.3% | -1.0% | -14.3% | -15.2% |
| 3M | -43.8% | +0.4% | -44.2% | -44.1% |
| 6M | -18.7% | -0.8% | -17.8% | -18.9% |
| YTD | -3.0% | +15.3% | -18.3% | -6.8% |
| 1Y | +22.7% | +17.9% | +4.8% | +17.2% |
| 3Y | +95.9% | +71.9% | +24.0% | +58.3% |
| All | +177.4% | +57.0% | +120.4% | +124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling