+59.3%
AMAT vs EVRG
+20.4%
+38.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | +0.8% |
| 7D | -2.5% | +3.5% | -6.0% | -0.6% |
| 30D | -26.5% | +9.2% | -35.8% | -23.4% |
| 3M | -28.6% | +8.6% | -37.2% | -25.7% |
| 6M | -14.2% | +10.0% | -24.2% | -10.0% |
| YTD | +45.5% | +25.1% | +20.4% | +57.1% |
| 1Y | +59.3% | +19.5% | +39.8% | +71.2% |
| All | +59.3% | +20.4% | +38.9% | +71.2% |
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