+69.3%
EAT vs EVRG
+19.2%
+50.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.4% |
| 7D | -4.0% | +1.4% | -5.4% | -3.9% |
| 30D | -2.9% | +7.4% | -10.3% | -2.4% |
| 3M | -16.9% | +7.2% | -24.1% | -16.6% |
| 6M | +57.0% | +9.5% | +47.5% | +58.0% |
| YTD | +38.2% | +25.6% | +12.6% | +33.1% |
| 1Y | +69.3% | +20.4% | +48.9% | +70.0% |
| All | +69.3% | +19.2% | +50.0% | +70.0% |
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