+112,225.0%
AMAT vs EVRG
+2,240.5%
+109,984.5%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +0.5% | +10.9% | +11.2% |
| 7D | -1.1% | +1.7% | -2.7% | -1.8% |
| 30D | -26.9% | +8.7% | -35.6% | -29.7% |
| 3M | -31.2% | +6.4% | -37.6% | -33.2% |
| 6M | -14.7% | +9.4% | -24.1% | -18.6% |
| YTD | +44.7% | +24.5% | +20.2% | +30.2% |
| 1Y | +62.0% | +20.5% | +41.5% | +47.6% |
| 3Y | +165.0% | +101.6% | +63.4% | +88.7% |
| 5Y | +147.1% | +67.5% | +79.7% | +88.7% |
| 10Y | +1,315.3% | +122.3% | +1,192.9% | +821.4% |
| All | +112,225.0% | +2,240.5% | +109,984.5% | +23,507.9% |
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