+12,085.4%
ADP vs EVRG
+2,247.9%
+9,837.5%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.3% | +1.0% | -0.7% | -0.1% |
| 30D | +11.6% | +7.5% | +4.1% | +8.9% |
| 3M | +15.1% | +6.8% | +8.2% | +12.4% |
| 6M | +46.0% | +7.7% | +38.3% | +42.0% |
| YTD | +22.4% | +24.9% | -2.5% | +12.6% |
| 1Y | +24.5% | +18.1% | +6.4% | +16.7% |
| 3Y | +44.8% | +101.9% | -57.1% | +11.8% |
| 5Y | +49.1% | +67.0% | -17.9% | +22.4% |
| 10Y | +320.9% | +123.3% | +197.6% | +209.5% |
| All | +12,085.4% | +2,247.9% | +9,837.5% | +4,603.5% |
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