+6.3%
EMB vs EVRG
+45.7%
-39.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | -1.1% | 0.0% | -1.1% | -1.1% |
| 3M | -0.8% | -1.0% | +0.2% | -0.7% |
| 6M | -0.1% | +1.0% | -1.0% | -0.4% |
| YTD | +0.4% | +15.1% | -14.6% | -2.5% |
| 1Y | +3.3% | +17.6% | -14.3% | -0.2% |
| 3Y | +29.0% | +70.5% | -41.4% | +14.8% |
| 5Y | +6.3% | +48.9% | -42.5% | -3.7% |
| All | +6.3% | +45.7% | -39.3% | -3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling