+331.1%
AMD vs EVRG
+71.9%
+259.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.6% |
| 7D | +2.6% | +1.1% | +1.5% | +2.8% |
| 30D | -0.9% | -1.0% | +0.1% | -1.1% |
| 3M | -8.7% | +0.4% | -9.1% | -8.7% |
| 6M | +136.3% | -0.8% | +137.2% | +136.6% |
| YTD | +123.0% | +15.3% | +107.7% | +124.4% |
| 1Y | +195.2% | +17.9% | +177.3% | +199.3% |
| All | +331.1% | +71.9% | +259.2% | +362.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling