+272,232.7%
AMZN vs EVRG
+1,051.5%
+271,181.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | +2.8% | +1.4% | +1.4% | +2.4% |
| 30D | +5.0% | +7.4% | -2.4% | +2.3% |
| 3M | +0.6% | +7.2% | -6.6% | -1.9% |
| 6M | -1.3% | +9.5% | -10.8% | -4.6% |
| YTD | +15.5% | +25.6% | -10.1% | +6.2% |
| 1Y | +12.2% | +20.4% | -8.1% | +4.6% |
| 3Y | +87.0% | +108.8% | -21.8% | +41.5% |
| 5Y | +51.3% | +68.0% | -16.7% | +22.7% |
| 10Y | +621.7% | +124.6% | +497.1% | +394.2% |
| All | +272,232.7% | +1,051.5% | +271,181.2% | +85,650.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling