+210.5%
ALLE vs EVRG
+124.9%
+85.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -0.8% | +2.5% | -3.3% | -2.0% |
| 30D | +27.4% | +8.4% | +19.0% | +22.5% |
| 3M | +13.8% | +8.6% | +5.3% | +9.3% |
| 6M | +45.5% | +7.7% | +37.8% | +40.2% |
| YTD | +21.4% | +25.0% | -3.6% | +8.6% |
| 1Y | +15.4% | +18.7% | -3.4% | +5.8% |
| 3Y | +91.7% | +102.1% | -10.4% | +34.3% |
| 5Y | +54.5% | +66.8% | -12.3% | +17.9% |
| 10Y | +210.5% | +123.5% | +87.0% | +108.6% |
| All | +210.5% | +124.9% | +85.7% | +108.6% |
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