+11,799.4%
ENB vs EVRG
+2,068.9%
+9,730.4%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.7% |
| 7D | -0.2% | +1.1% | -1.3% | -0.5% |
| 30D | -2.2% | -1.0% | -1.2% | -2.0% |
| 3M | -10.5% | +0.4% | -10.9% | -10.6% |
| 6M | -5.1% | -0.8% | -4.2% | -4.9% |
| YTD | +9.0% | +15.3% | -6.4% | +4.7% |
| 1Y | +8.2% | +17.9% | -9.7% | +3.3% |
| 3Y | +67.8% | +71.9% | -4.2% | +44.2% |
| 5Y | +69.4% | +45.3% | +24.1% | +51.6% |
| 10Y | +117.5% | +113.1% | +4.5% | +74.2% |
| All | +11,799.4% | +2,068.9% | +9,730.4% | +6,950.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling