+197.1%
ABT vs EVRG
+113.9%
+83.2%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.3% | -1.7% | -1.5% |
| 7D | -5.9% | +0.1% | -6.0% | -5.9% |
| 30D | -8.1% | -1.2% | -6.9% | -7.7% |
| 3M | +14.5% | -0.6% | +15.1% | +14.7% |
| 6M | -6.3% | +2.4% | -8.7% | -7.5% |
| YTD | -17.1% | +15.5% | -32.6% | -22.3% |
| 1Y | -21.4% | +16.8% | -38.2% | -26.7% |
| 3Y | +5.9% | +75.0% | -69.1% | -17.5% |
| 5Y | -12.8% | +49.3% | -62.1% | -27.8% |
| All | +197.1% | +113.9% | +83.2% | +110.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling