+216.5%
AZN vs EVRG
+113.9%
+102.6%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.2% |
| 7D | -1.6% | +0.1% | -1.7% | -1.6% |
| 30D | +1.1% | -1.2% | +2.3% | +1.4% |
| 3M | -12.1% | -0.6% | -11.5% | -12.0% |
| 6M | -17.1% | +2.4% | -19.6% | -17.8% |
| YTD | -12.0% | +15.5% | -27.4% | -15.8% |
| 1Y | -0.2% | +16.8% | -17.0% | -5.0% |
| 3Y | +26.8% | +75.0% | -48.2% | +6.8% |
| 5Y | +56.9% | +49.3% | +7.5% | +37.5% |
| All | +216.5% | +113.9% | +102.6% | +159.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling