+10,063.1%
EAT vs EVRG
+2,249.8%
+7,813.3%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | -8.9% | +2.5% | -11.4% | -9.8% |
| 30D | +3.4% | +8.4% | -5.0% | +0.3% |
| 3M | -9.3% | +8.6% | -17.9% | -12.2% |
| 6M | +43.8% | +7.7% | +36.1% | +39.3% |
| YTD | +39.9% | +25.0% | +14.9% | +27.7% |
| 1Y | +89.7% | +18.7% | +71.0% | +76.6% |
| 3Y | +491.3% | +102.1% | +389.2% | +348.3% |
| 5Y | +365.4% | +66.8% | +298.6% | +275.1% |
| 10Y | +325.9% | +123.5% | +202.4% | +212.0% |
| All | +10,063.1% | +2,249.8% | +7,813.3% | +3,527.1% |
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