+158.8%
B vs EVRG
+44.9%
+113.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.4% | +1.7% |
| 7D | +1.0% | +0.6% | +0.5% | +0.8% |
| 30D | +9.5% | -0.2% | +9.7% | +9.5% |
| 3M | +14.3% | -0.5% | +14.8% | +14.3% |
| 6M | -1.9% | +0.2% | -2.1% | -2.3% |
| YTD | +4.1% | +14.9% | -10.8% | -3.0% |
| 1Y | +56.1% | +18.2% | +37.9% | +43.5% |
| 3Y | +202.0% | +70.2% | +131.8% | +132.8% |
| 5Y | +158.8% | +45.3% | +113.5% | +107.4% |
| All | +158.8% | +44.9% | +113.9% | +107.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling