+12.3%
AR vs EVRG
+18.7%
-6.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.3% |
| 7D | +6.4% | +1.0% | +5.4% | +6.3% |
| 30D | +3.1% | +7.5% | -4.4% | +2.4% |
| 3M | +3.3% | +6.8% | -3.5% | +2.6% |
| 6M | +6.6% | +7.7% | -1.2% | +6.4% |
| YTD | +12.3% | +24.9% | -12.5% | +4.0% |
| 1Y | +12.3% | +18.1% | -5.8% | +8.8% |
| All | +12.3% | +18.7% | -6.4% | +8.8% |
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 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