-60.9%
ADBE vs EVRG
+48.0%
-108.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.3% | +1.0% | +1.3% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -2.5% | -1.2% | -1.3% | -2.4% |
| 3M | +15.3% | -0.6% | +15.9% | +15.3% |
| 6M | -7.8% | +2.4% | -10.3% | -8.5% |
| YTD | -27.9% | +15.5% | -43.4% | -30.3% |
| 1Y | -28.0% | +16.8% | -44.9% | -30.7% |
| 3Y | -55.3% | +75.0% | -130.3% | -61.4% |
| All | -60.9% | +48.0% | -108.9% | -64.0% |
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