+2,979.8%
ASX vs EVRG
+1,178.0%
+1,801.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +0.1% | +6.3% | +6.4% |
| 7D | -19.9% | +1.9% | -21.8% | -20.6% |
| 30D | -30.9% | +9.0% | -39.9% | -33.3% |
| 3M | -15.1% | +6.3% | -21.4% | -17.4% |
| 6M | -6.5% | +9.9% | -16.4% | -10.6% |
| YTD | +98.4% | +23.8% | +74.6% | +80.6% |
| 1Y | +107.9% | +19.9% | +88.0% | +91.5% |
| 3Y | +325.3% | +94.3% | +231.0% | +217.4% |
| 5Y | +447.3% | +64.6% | +382.7% | +329.9% |
| 10Y | +763.2% | +121.7% | +641.5% | +465.0% |
| All | +2,979.8% | +1,178.0% | +1,801.8% | +754.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling