+338.5%
ALLE vs EVRG
+332.8%
+5.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.1% | -1.0% |
| 7D | -0.6% | +1.9% | -2.4% | -1.4% |
| 30D | +25.3% | +9.0% | +16.3% | +20.6% |
| 3M | +10.3% | +6.3% | +4.0% | +7.2% |
| 6M | +38.0% | +9.9% | +28.1% | +32.1% |
| YTD | +17.8% | +23.8% | -6.0% | +6.6% |
| 1Y | +13.6% | +19.9% | -6.3% | +4.3% |
| 3Y | +89.2% | +94.3% | -5.1% | +38.3% |
| 5Y | +51.1% | +64.6% | -13.6% | +18.2% |
| 10Y | +228.1% | +121.7% | +106.4% | +128.1% |
| All | +338.5% | +332.8% | +5.7% | +141.0% |
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