+5,263.7%
AGI vs EVRG
+1,436.8%
+3,826.9%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.5% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | +6.6% | 0.0% | +6.6% | +6.6% |
| 3M | +8.2% | -1.0% | +9.1% | +8.3% |
| 6M | -29.3% | +1.0% | -30.3% | -29.7% |
| YTD | -7.4% | +15.1% | -22.4% | -11.1% |
| 1Y | +7.9% | +17.6% | -9.7% | +2.9% |
| 3Y | +206.2% | +70.5% | +135.8% | +163.9% |
| 5Y | +397.6% | +48.9% | +348.7% | +342.6% |
| 10Y | +383.4% | +112.8% | +270.6% | +276.9% |
| All | +5,263.7% | +1,436.8% | +3,826.9% | +2,505.0% |
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 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