-9.1%
ALLE vs EVRG
+18.5%
-27.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -1.0% |
| 7D | +2.8% | +0.9% | +1.9% | +2.4% |
| 30D | -7.6% | -0.5% | -7.1% | -7.5% |
| 3M | +22.8% | +1.5% | +21.3% | +22.0% |
| 6M | +4.6% | +1.2% | +3.4% | +4.0% |
| YTD | -1.2% | +16.3% | -17.5% | -6.0% |
| 1Y | -9.1% | +20.3% | -29.4% | -13.3% |
| All | -9.1% | +18.5% | -27.6% | -13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling