+16.1%
ENTG vs EVRG
+45.7%
-29.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.2% | -4.1% | -4.0% |
| 7D | +5.1% | -0.7% | +5.8% | +5.3% |
| 30D | -8.5% | 0.0% | -8.5% | -8.5% |
| 3M | +6.7% | -1.0% | +7.7% | +6.6% |
| 6M | +17.7% | +1.0% | +16.8% | +16.7% |
| YTD | +63.5% | +15.1% | +48.4% | +55.4% |
| 1Y | +73.6% | +17.6% | +56.0% | +63.5% |
| 3Y | +44.6% | +70.5% | -25.9% | +18.5% |
| 5Y | +16.1% | +48.9% | -32.8% | -2.2% |
| All | +16.1% | +45.7% | -29.5% | -2.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling