+337.5%
AMD vs EVRG
+45.5%
+292.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.7% |
| 7D | +2.6% | +1.1% | +1.5% | +2.4% |
| 30D | -0.9% | -1.0% | +0.1% | -0.8% |
| 3M | -8.7% | +0.4% | -9.1% | -9.0% |
| 6M | +136.3% | -0.8% | +137.2% | +136.0% |
| YTD | +123.0% | +15.3% | +107.7% | +116.3% |
| 1Y | +195.2% | +17.9% | +177.3% | +186.0% |
| 3Y | +336.3% | +71.9% | +264.4% | +291.0% |
| All | +337.5% | +45.5% | +292.0% | +303.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling