+50.4%
AMZN vs EVRG
+66.7%
-16.3%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.4% |
| 7D | +2.8% | +1.4% | +1.4% | +2.6% |
| 30D | +5.0% | +7.4% | -2.4% | +3.8% |
| 3M | +0.6% | +7.2% | -6.6% | -0.5% |
| 6M | -1.3% | +9.5% | -10.8% | -2.9% |
| YTD | +15.5% | +25.6% | -10.1% | +10.4% |
| 1Y | +12.2% | +20.4% | -8.1% | +8.2% |
| 3Y | +87.0% | +108.8% | -21.8% | +50.8% |
| All | +50.4% | +66.7% | -16.3% | +35.8% |
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