+11,556.1%
EAT vs EVRG
+2,068.9%
+9,487.2%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | 0.0% | +1.1% | -1.1% | -0.4% |
| 30D | +1.9% | -1.0% | +2.9% | +2.2% |
| 3M | +68.7% | +0.4% | +68.3% | +68.0% |
| 6M | +66.9% | -0.8% | +67.7% | +66.7% |
| YTD | +60.4% | +15.3% | +45.1% | +51.0% |
| 1Y | +44.0% | +17.9% | +26.1% | +34.4% |
| 3Y | +604.7% | +71.9% | +532.8% | +467.3% |
| 5Y | +347.0% | +45.3% | +301.8% | +279.4% |
| 10Y | +390.8% | +113.1% | +277.7% | +266.9% |
| All | +11,556.1% | +2,068.9% | +9,487.2% | +4,189.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling