+263,909.3%
AMZN vs EVRG
+957.6%
+262,951.7%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -3.0% | +1.1% | -4.1% | -3.3% |
| 30D | -5.2% | -1.0% | -4.2% | -4.9% |
| 3M | +1.9% | +0.4% | +1.5% | +1.5% |
| 6M | +19.2% | -0.8% | +20.1% | +19.1% |
| YTD | +12.0% | +15.3% | -3.3% | +6.0% |
| 1Y | +9.7% | +17.9% | -8.2% | +2.9% |
| 3Y | +87.2% | +71.9% | +15.2% | +51.4% |
| 5Y | +48.7% | +45.3% | +3.4% | +26.8% |
| 10Y | +569.3% | +113.1% | +456.3% | +366.4% |
| All | +263,909.3% | +957.6% | +262,951.7% | +85,552.8% |
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 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