+4,662.2%
AZN vs EVRG
+1,089.3%
+3,572.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.2% | +1.5% | +1.7% |
| 7D | -3.1% | -0.7% | -2.4% | -2.9% |
| 30D | +0.6% | 0.0% | +0.5% | +0.5% |
| 3M | -10.8% | -1.0% | -9.8% | -10.6% |
| 6M | -18.1% | +1.0% | -19.1% | -18.4% |
| YTD | -12.3% | +15.1% | -27.4% | -15.9% |
| 1Y | -0.2% | +17.6% | -17.8% | -4.9% |
| 3Y | +23.4% | +70.5% | -47.1% | +5.2% |
| 5Y | +56.4% | +48.9% | +7.5% | +37.6% |
| 10Y | +225.7% | +112.8% | +112.9% | +150.4% |
| All | +4,662.2% | +1,089.3% | +3,572.9% | +2,133.3% |
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 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