+1,197.2%
ENTG vs EVRG
+1,423.9%
-226.7%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.6% | +6.4% |
| 7D | +2.8% | +1.1% | +1.7% | +2.1% |
| 30D | -4.7% | -1.0% | -3.7% | -4.1% |
| 3M | -0.7% | +0.4% | -1.1% | -1.8% |
| 6M | +7.7% | -0.8% | +8.6% | +6.9% |
| YTD | +65.1% | +15.3% | +49.7% | +49.3% |
| 1Y | +74.8% | +17.9% | +56.9% | +55.4% |
| 3Y | +36.9% | +71.9% | -35.0% | -6.1% |
| 5Y | +16.1% | +45.3% | -29.1% | -13.1% |
| 10Y | +740.3% | +113.1% | +627.3% | +343.2% |
| All | +1,197.2% | +1,423.9% | -226.7% | +141.0% |
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