+178.1%
EOG vs EVRG
+45.7%
+132.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.0% | -0.7% | +1.7% | +1.2% |
| 30D | +2.8% | 0.0% | +2.8% | +2.8% |
| 3M | +5.9% | -1.0% | +6.9% | +6.1% |
| 6M | +17.1% | +1.0% | +16.1% | +16.5% |
| YTD | +43.9% | +15.1% | +28.8% | +38.3% |
| 1Y | +26.9% | +17.6% | +9.3% | +21.0% |
| 3Y | +23.6% | +70.5% | -46.9% | +5.0% |
| 5Y | +178.1% | +48.9% | +129.3% | +150.5% |
| All | +178.1% | +45.7% | +132.5% | +150.5% |
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