-12.6%
AMRZ vs EVRG
+20.4%
-33.1%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.5% | -2.3% | -1.8% |
| 7D | +0.2% | +3.5% | -3.3% | -0.2% |
| 30D | +16.2% | +9.2% | +6.9% | +15.4% |
| 3M | -8.9% | +8.6% | -17.6% | -9.6% |
| 6M | -20.1% | +10.0% | -30.1% | -20.3% |
| YTD | -21.3% | +25.1% | -46.4% | -20.5% |
| 1Y | -12.6% | +19.5% | -32.2% | -11.2% |
| All | -12.6% | +20.4% | -33.1% | -11.2% |
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