+3,820.6%
ALL vs EVRG
+1,218.1%
+2,602.5%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.1% | +1.8% | +1.8% |
| 7D | 0.0% | +1.0% | -1.0% | -0.4% |
| 30D | +12.8% | +7.5% | +5.3% | +9.4% |
| 3M | +4.7% | +6.8% | -2.2% | +1.7% |
| 6M | +24.9% | +7.7% | +17.2% | +20.9% |
| YTD | +30.0% | +24.9% | +5.1% | +17.7% |
| 1Y | +29.9% | +18.1% | +11.8% | +20.5% |
| 3Y | +117.5% | +101.9% | +15.6% | +59.5% |
| 5Y | +161.7% | +67.0% | +94.7% | +106.1% |
| 10Y | +377.1% | +123.3% | +253.7% | +219.8% |
| All | +3,820.6% | +1,218.1% | +2,602.5% | +1,281.7% |
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