+109.1%
AMGN vs EVRG
+45.7%
+63.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.3% |
| 7D | -13.9% | -0.7% | -13.2% | -13.7% |
| 30D | -7.1% | 0.0% | -7.2% | -7.2% |
| 3M | +13.9% | -1.0% | +14.9% | +14.2% |
| 6M | +3.2% | +1.0% | +2.3% | +2.8% |
| YTD | +19.2% | +15.1% | +4.2% | +13.3% |
| 1Y | +41.1% | +17.6% | +23.6% | +33.0% |
| 3Y | +61.3% | +70.5% | -9.2% | +33.1% |
| 5Y | +109.1% | +48.9% | +60.2% | +74.9% |
| All | +109.1% | +45.7% | +63.4% | +74.9% |
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 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