+1,118.6%
ABBV vs EVRG
+369.3%
+749.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.3% |
| 7D | -4.3% | +0.9% | -5.2% | -4.6% |
| 30D | +1.1% | -0.5% | +1.7% | +1.2% |
| 3M | +12.3% | +1.5% | +10.8% | +11.8% |
| 6M | +9.8% | +1.2% | +8.6% | +9.3% |
| YTD | +11.5% | +16.3% | -4.9% | +6.2% |
| 1Y | +22.3% | +20.3% | +2.0% | +15.3% |
| 3Y | +85.2% | +72.3% | +12.9% | +55.9% |
| 5Y | +170.8% | +46.7% | +124.1% | +137.2% |
| 10Y | +485.4% | +113.8% | +371.6% | +348.3% |
| All | +1,118.6% | +369.3% | +749.3% | +574.8% |
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