+3,738.8%
ALL vs EVRG
+1,220.6%
+2,518.1%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.5% | +2.4% | +2.7% |
| 7D | -0.1% | +3.5% | -3.6% | -1.6% |
| 30D | +13.8% | +9.2% | +4.6% | +9.6% |
| 3M | -2.8% | +8.6% | -11.4% | -6.2% |
| 6M | +23.7% | +10.0% | +13.7% | +18.6% |
| YTD | +27.3% | +25.1% | +2.2% | +15.2% |
| 1Y | +30.5% | +19.5% | +11.0% | +20.4% |
| 3Y | +113.0% | +102.3% | +10.7% | +56.1% |
| 5Y | +157.6% | +66.8% | +90.7% | +103.0% |
| 10Y | +368.4% | +125.0% | +243.4% | +213.0% |
| All | +3,738.8% | +1,220.6% | +2,518.1% | +1,251.7% |
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