+21.9%
BABA vs EVRG
+104.1%
-82.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -13.8% | +1.4% | -15.2% | -13.9% |
| 30D | -15.1% | +7.4% | -22.5% | -15.6% |
| 3M | -22.7% | +7.2% | -30.0% | -23.1% |
| 6M | -34.7% | +9.5% | -44.2% | -35.4% |
| YTD | -35.0% | +25.6% | -60.6% | -37.2% |
| 1Y | -40.4% | +20.4% | -60.8% | -42.1% |
| 3Y | +21.9% | +108.8% | -86.9% | +3.1% |
| All | +21.9% | +104.1% | -82.2% | +3.1% |
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