+23.5%
ADM vs EVRG
+66.8%
-43.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.1% | +2.5% | +2.4% |
| 7D | +0.1% | +2.5% | -2.4% | -0.9% |
| 30D | -11.8% | +8.4% | -20.2% | -14.7% |
| 3M | -11.3% | +8.6% | -19.9% | -14.4% |
| 6M | -10.0% | +7.7% | -17.7% | -13.0% |
| YTD | +25.9% | +25.0% | +0.9% | +13.6% |
| 1Y | +26.7% | +18.7% | +7.9% | +16.9% |
| 3Y | +8.1% | +102.1% | -93.9% | -22.7% |
| 5Y | +23.5% | +66.8% | -43.3% | -5.7% |
| All | +23.5% | +66.8% | -43.3% | -5.7% |
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