+337.4%
AGI vs EVRG
+113.9%
+223.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -2.7% | +0.1% | -2.8% | -2.8% |
| 30D | +7.2% | -1.2% | +8.5% | +7.5% |
| 3M | +4.3% | -0.6% | +4.9% | +4.3% |
| 6M | -27.1% | +2.4% | -29.5% | -27.7% |
| YTD | -6.6% | +15.5% | -22.1% | -10.4% |
| 1Y | +9.5% | +16.8% | -7.3% | +4.8% |
| 3Y | +208.4% | +75.0% | +133.4% | +166.0% |
| 5Y | +401.6% | +49.3% | +352.3% | +347.2% |
| All | +337.4% | +113.9% | +223.5% | +261.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling