+46.1%
ASML vs EVRG
+15.1%
+31.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.9% | -4.5% | -3.2% |
| 7D | -10.0% | +2.3% | -12.3% | -9.2% |
| 30D | -19.4% | +9.0% | -28.4% | -16.8% |
| 3M | -12.5% | +3.7% | -16.2% | -11.2% |
| 6M | +8.2% | +6.8% | +1.4% | +10.8% |
| YTD | +40.7% | +21.9% | +18.8% | +47.4% |
| 1Y | +46.1% | +15.8% | +30.3% | +52.4% |
| All | +46.1% | +15.1% | +31.0% | +52.4% |
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