+144.3%
AR vs EVRG
+49.3%
+95.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.3% |
| 7D | -1.8% | +0.9% | -2.7% | -2.3% |
| 30D | +12.6% | -0.5% | +13.1% | +12.8% |
| 3M | +10.0% | +1.5% | +8.5% | +9.1% |
| 6M | +0.6% | +1.2% | -0.5% | -0.5% |
| YTD | +13.4% | +16.3% | -2.9% | +3.7% |
| 1Y | +21.7% | +20.3% | +1.4% | +9.2% |
| 3Y | +45.8% | +72.3% | -26.5% | +5.1% |
| 5Y | +144.3% | +46.7% | +97.6% | +100.7% |
| All | +144.3% | +49.3% | +95.0% | +100.7% |
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