+14.6%
D vs EVRG
+68.4%
-53.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -1.0% |
| 7D | +0.8% | +1.7% | -0.9% | -0.6% |
| 30D | +10.7% | +8.7% | +2.0% | +3.2% |
| 3M | +2.3% | +6.4% | -4.1% | -3.0% |
| 6M | +12.5% | +9.4% | +3.1% | +4.2% |
| YTD | +20.1% | +24.5% | -4.4% | -0.5% |
| 1Y | +15.6% | +20.5% | -4.9% | -1.6% |
| 3Y | +75.2% | +101.6% | -26.4% | -3.4% |
| 5Y | +14.6% | +67.5% | -52.9% | -27.7% |
| All | +14.6% | +68.4% | -53.9% | -27.7% |
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