+30.3%
EMB vs EVRG
+71.7%
-41.4%
-5.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | 0.0% |
| 7D | 0.0% | +0.6% | -0.5% | -0.1% |
| 30D | -0.3% | -0.2% | 0.0% | -0.3% |
| 3M | -0.3% | -0.5% | +0.2% | -0.3% |
| 6M | +0.7% | +0.2% | +0.6% | +0.6% |
| YTD | +1.3% | +14.9% | -13.6% | -1.3% |
| 1Y | +4.7% | +18.2% | -13.5% | +1.3% |
| All | +30.3% | +71.7% | -41.4% | +14.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling