+7,617.4%
EOG vs EVRG
+2,087.5%
+5,529.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.7% | -0.2% |
| 7D | -2.0% | +0.9% | -2.9% | -2.3% |
| 30D | +7.9% | -0.5% | +8.4% | +8.0% |
| 3M | +4.5% | +1.5% | +3.0% | +3.8% |
| 6M | +12.3% | +1.2% | +11.1% | +11.4% |
| YTD | +41.9% | +16.3% | +25.5% | +33.5% |
| 1Y | +27.8% | +20.3% | +7.6% | +18.6% |
| 3Y | +21.8% | +72.3% | -50.5% | -2.2% |
| 5Y | +174.0% | +46.7% | +127.3% | +130.9% |
| 10Y | +110.4% | +113.8% | -3.4% | +49.1% |
| All | +7,617.4% | +2,087.5% | +5,529.9% | +2,849.0% |
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