+70.1%
ENB vs EVRG
+104.1%
-34.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.2% |
| 7D | +3.1% | +1.4% | +1.7% | +2.4% |
| 30D | +2.1% | +7.4% | -5.3% | -1.4% |
| 3M | -4.4% | +7.2% | -11.7% | -7.7% |
| 6M | -10.1% | +9.5% | -19.5% | -14.0% |
| YTD | +5.2% | +25.6% | -20.4% | -5.5% |
| 1Y | +4.2% | +20.4% | -16.1% | -4.6% |
| 3Y | +70.1% | +108.8% | -38.7% | +25.4% |
| All | +70.1% | +104.1% | -34.0% | +25.4% |
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