+92.7%
ASML vs EVRG
+66.8%
+26.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +2.5% | +2.5% | +0.1% | +2.3% |
| 30D | -12.2% | +8.4% | -20.6% | -13.1% |
| 3M | -14.6% | +8.6% | -23.2% | -15.5% |
| 6M | -1.7% | +7.7% | -9.4% | -2.9% |
| YTD | +44.3% | +25.0% | +19.3% | +38.3% |
| 1Y | +51.0% | +18.7% | +32.3% | +46.2% |
| 3Y | +137.6% | +102.1% | +35.5% | +93.3% |
| 5Y | +92.7% | +66.8% | +25.9% | +77.5% |
| All | +92.7% | +66.8% | +26.0% | +77.5% |
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