+6,467.5%
ABT vs EVRG
+2,087.5%
+4,380.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -3.1% | +0.9% | -4.0% | -3.4% |
| 30D | -2.1% | -0.5% | -1.6% | -2.0% |
| 3M | +17.4% | +1.5% | +15.9% | +16.8% |
| 6M | -2.4% | +1.2% | -3.6% | -2.9% |
| YTD | -14.2% | +16.3% | -30.5% | -18.3% |
| 1Y | -18.3% | +20.3% | -38.6% | -23.0% |
| 3Y | +11.5% | +72.3% | -60.8% | -6.4% |
| 5Y | -9.9% | +46.7% | -56.6% | -20.9% |
| 10Y | +204.4% | +113.8% | +90.6% | +134.6% |
| All | +6,467.5% | +2,087.5% | +4,380.0% | +2,490.8% |
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