-8.3%
ADP vs EVRG
+19.4%
-27.7%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -1.1% |
| 7D | -5.7% | +0.6% | -6.2% | -5.6% |
| 30D | -3.1% | -0.2% | -2.9% | -3.1% |
| 3M | +15.6% | -0.5% | +16.1% | +16.0% |
| 6M | +20.8% | +0.2% | +20.6% | +21.1% |
| YTD | +4.7% | +14.9% | -10.1% | +3.5% |
| 1Y | -8.3% | +18.2% | -26.5% | -9.4% |
| All | -8.3% | +19.4% | -27.7% | -9.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling