+88.5%
ENB vs EVRG
+113.9%
-25.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -4.7% | +0.1% | -4.7% | -4.7% |
| 30D | -5.9% | -1.2% | -4.7% | -5.4% |
| 3M | -14.2% | -0.6% | -13.6% | -14.1% |
| 6M | -8.6% | +2.4% | -11.0% | -9.6% |
| YTD | +3.9% | +15.5% | -11.6% | -2.1% |
| 1Y | +1.8% | +16.8% | -15.0% | -4.6% |
| 3Y | +68.5% | +75.0% | -6.5% | +33.5% |
| 5Y | +62.4% | +49.3% | +13.1% | +35.9% |
| All | +88.5% | +113.9% | -25.4% | +39.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling