+26.4%
AGNC vs EVRG
+48.0%
-21.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -5.7% | -1.2% | -4.4% | -5.2% |
| 3M | +1.9% | -0.6% | +2.5% | +2.0% |
| 6M | +1.8% | +2.4% | -0.6% | +0.3% |
| YTD | +3.4% | +15.5% | -12.0% | -4.2% |
| 1Y | +13.6% | +16.8% | -3.2% | +4.4% |
| 3Y | +60.4% | +75.0% | -14.6% | +17.9% |
| All | +26.4% | +48.0% | -21.6% | 0.0% |
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 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