+15.4%
ALLE vs EVRG
+18.9%
-3.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +22.8% |
| 3M | +13.8% | +8.6% | +5.3% | +9.6% |
| 6M | +45.5% | +7.7% | +37.8% | +40.5% |
| YTD | +21.4% | +25.0% | -3.6% | +11.5% |
| 1Y | +15.4% | +18.7% | -3.4% | +7.7% |
| All | +15.4% | +18.9% | -3.5% | +7.7% |
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 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