+406.2%
ASX vs EVRG
+71.7%
+334.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -0.7% | +1.1% | -1.8% | -0.6% |
| 30D | +2.0% | -1.0% | +3.0% | +1.9% |
| 3M | -1.3% | +0.4% | -1.7% | -1.4% |
| 6M | +71.4% | -0.8% | +72.3% | +71.4% |
| YTD | +135.3% | +15.3% | +120.0% | +136.1% |
| 1Y | +267.5% | +17.9% | +249.6% | +268.8% |
| All | +406.2% | +71.7% | +334.5% | +393.7% |
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