+25.9%
EOG vs EVRG
+72.5%
-46.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.1% |
| 7D | +1.5% | +0.1% | +1.4% | +1.5% |
| 30D | +2.9% | -1.2% | +4.2% | +3.1% |
| 3M | +8.7% | -0.6% | +9.3% | +8.8% |
| 6M | +12.9% | +2.4% | +10.5% | +12.2% |
| YTD | +43.8% | +15.5% | +28.4% | +39.3% |
| 1Y | +27.1% | +16.8% | +10.2% | +22.5% |
| 3Y | +25.9% | +75.0% | -49.1% | +9.6% |
| All | +25.9% | +72.5% | -46.6% | +9.6% |
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