+35.4%
DD vs EVRG
+15.1%
+20.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -1.8% |
| 7D | +8.7% | +2.3% | +6.4% | +8.4% |
| 30D | +15.3% | +9.0% | +6.3% | +14.3% |
| 3M | +5.9% | +3.7% | +2.2% | +5.5% |
| 6M | +11.6% | +6.8% | +4.8% | +10.6% |
| YTD | +26.5% | +21.9% | +4.6% | +22.7% |
| 1Y | +35.4% | +15.8% | +19.6% | +33.8% |
| All | +35.4% | +15.1% | +20.3% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling