-5.7%
ASML vs EVRG
+8.3%
-14.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +1.4% | -10.7% | -8.2% |
| 7D | -19.0% | +2.3% | -21.4% | -17.5% |
| 30D | -25.9% | +8.8% | -34.7% | -21.5% |
| 3M | -19.1% | +6.1% | -25.2% | -15.7% |
| 6M | -5.7% | +8.9% | -14.6% | +0.4% |
| All | -5.7% | +8.3% | -14.1% | +0.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling