+2,330.4%
ACN vs EVRG
+1,117.2%
+1,213.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | 0.0% |
| 7D | -3.8% | +1.4% | -5.3% | -4.4% |
| 30D | +16.5% | +7.4% | +9.1% | +13.3% |
| 3M | +41.5% | +7.2% | +34.2% | +37.5% |
| 6M | +60.1% | +9.5% | +50.6% | +54.1% |
| YTD | -3.9% | +25.6% | -29.5% | -13.0% |
| 1Y | +4.1% | +20.4% | -16.3% | -4.1% |
| 3Y | -15.9% | +108.8% | -124.7% | -39.0% |
| 5Y | -26.3% | +68.0% | -94.3% | -42.0% |
| 10Y | +148.2% | +124.6% | +23.6% | +68.2% |
| All | +2,330.4% | +1,117.2% | +1,213.2% | +684.8% |
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