+193.4%
AMAT vs EVRG
+18.5%
+174.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +4.2% |
| 7D | +7.0% | +0.9% | +6.1% | +7.3% |
| 30D | -12.2% | -0.5% | -11.7% | -12.4% |
| 3M | -3.8% | +1.5% | -5.3% | -2.9% |
| 6M | +45.9% | +1.2% | +44.8% | +47.9% |
| YTD | +84.6% | +16.3% | +68.3% | +92.5% |
| 1Y | +193.4% | +20.3% | +173.1% | +237.0% |
| All | +193.4% | +18.5% | +174.9% | +237.0% |
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 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