-18.5%
AMRZ vs EVRG
+35.4%
-53.9%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -2.0% | -1.8% |
| 7D | +1.2% | +1.9% | -0.7% | +1.0% |
| 30D | +15.1% | +9.0% | +6.0% | +14.3% |
| 3M | -18.1% | +6.3% | -24.4% | -18.5% |
| 6M | -23.5% | +9.9% | -33.4% | -23.6% |
| YTD | -21.6% | +23.8% | -45.4% | -21.9% |
| 1Y | -14.7% | +19.9% | -34.6% | -14.9% |
| All | -18.5% | +35.4% | -53.9% | -20.6% |
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