+325.3%
ASX vs EVRG
+93.6%
+231.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.5% |
| 7D | -19.9% | +1.9% | -21.8% | -19.5% |
| 30D | -30.9% | +9.0% | -39.9% | -29.6% |
| 3M | -15.1% | +6.3% | -21.4% | -13.9% |
| 6M | -6.5% | +9.9% | -16.4% | -4.8% |
| YTD | +98.4% | +23.8% | +74.6% | +103.9% |
| 1Y | +107.9% | +19.9% | +88.0% | +113.0% |
| 3Y | +325.3% | +94.3% | +231.0% | +342.3% |
| All | +325.3% | +93.6% | +231.7% | +342.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling