+70.1%
ENB vs EVRG
+72.0%
-1.8%
-15.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.2% | -4.0% | -3.9% |
| 7D | -4.6% | -0.7% | -3.9% | -4.2% |
| 30D | -5.2% | 0.0% | -5.2% | -5.3% |
| 3M | -13.4% | -1.0% | -12.4% | -13.0% |
| 6M | -7.8% | +1.0% | -8.8% | -8.3% |
| YTD | +4.9% | +15.1% | -10.2% | -1.9% |
| 1Y | +3.2% | +17.6% | -14.3% | -4.7% |
| All | +70.1% | +72.0% | -1.8% | +30.4% |
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