+7.8%
CNH vs EVRG
+72.7%
-64.9%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.9% | -6.4% | -5.8% |
| 7D | +8.8% | +0.9% | +7.9% | +8.5% |
| 30D | +24.7% | -0.5% | +25.2% | +24.7% |
| 3M | +27.3% | +1.5% | +25.8% | +26.6% |
| 6M | +23.2% | +1.2% | +22.0% | +22.5% |
| YTD | +48.9% | +16.3% | +32.6% | +41.8% |
| 1Y | +19.4% | +20.3% | -0.9% | +12.2% |
| 3Y | +7.8% | +72.3% | -64.6% | -16.8% |
| All | +7.8% | +72.7% | -64.9% | -16.8% |
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