+47.5%
ASML vs EVRG
+19.2%
+28.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | +0.1% |
| 7D | +4.9% | +1.4% | +3.5% | +5.6% |
| 30D | -9.3% | +7.4% | -16.7% | -6.2% |
| 3M | -19.0% | +7.2% | -26.2% | -16.3% |
| 6M | -5.2% | +9.5% | -14.7% | -1.4% |
| YTD | +40.6% | +25.6% | +15.0% | +54.0% |
| 1Y | +47.5% | +20.4% | +27.2% | +58.3% |
| All | +47.5% | +19.2% | +28.3% | +58.3% |
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