+14.4%
ED vs EVRG
+18.0%
-3.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | +0.2% |
| 7D | -0.2% | +0.6% | -0.7% | -0.6% |
| 30D | +1.9% | -0.2% | +2.2% | +2.1% |
| 3M | +1.9% | -0.5% | +2.3% | +2.3% |
| 6M | -2.3% | +0.2% | -2.4% | -2.2% |
| YTD | +10.9% | +14.9% | -4.0% | +1.5% |
| All | +14.4% | +18.0% | -3.6% | +2.3% |
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