-2.1%
EME vs EVRG
+15.1%
-17.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.9% | -10.5% | -9.7% |
| 7D | -5.8% | +2.3% | -8.1% | -5.9% |
| 30D | -17.9% | +9.0% | -26.9% | -18.6% |
| 3M | -22.0% | +3.7% | -25.7% | -22.4% |
| 6M | -29.7% | +6.8% | -36.5% | -30.7% |
| YTD | +4.7% | +21.9% | -17.2% | -2.3% |
| 1Y | -2.1% | +15.8% | -17.9% | -5.6% |
| All | -2.1% | +15.1% | -17.2% | -5.6% |
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 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