+782.9%
ENTG vs EVRG
+113.9%
+669.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.8% | +2.1% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | -12.9% | -1.2% | -11.6% | -12.5% |
| 3M | -3.1% | -0.6% | -2.4% | -3.2% |
| 6M | +21.0% | +2.4% | +18.6% | +19.1% |
| YTD | +67.0% | +15.5% | +51.6% | +57.0% |
| 1Y | +68.6% | +16.8% | +51.8% | +57.4% |
| 3Y | +48.6% | +75.0% | -26.4% | +16.7% |
| 5Y | +18.6% | +49.3% | -30.7% | -1.3% |
| All | +782.9% | +113.9% | +669.0% | +555.9% |
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