-15.4%
A vs EVRG
+44.9%
-60.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | -4.4% | +0.6% | -4.9% | -4.6% |
| 30D | -2.7% | -0.2% | -2.4% | -2.7% |
| 3M | +7.0% | -0.5% | +7.5% | +7.0% |
| 6M | +24.6% | +0.2% | +24.4% | +23.9% |
| YTD | +7.0% | +14.9% | -7.9% | +0.8% |
| 1Y | +15.6% | +18.2% | -2.6% | +7.4% |
| 3Y | +29.9% | +70.2% | -40.3% | +2.9% |
| 5Y | -15.4% | +45.3% | -60.7% | -31.9% |
| All | -15.4% | +44.9% | -60.3% | -31.9% |
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