-8.8%
EQT vs EVRG
+17.4%
-26.2%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.4% | -5.0% | -4.0% |
| 7D | -7.2% | +2.3% | -9.5% | -7.7% |
| 30D | -3.5% | +8.8% | -12.3% | -5.7% |
| 3M | -1.2% | +6.1% | -7.3% | -2.8% |
| 6M | -13.3% | +8.9% | -22.2% | -15.0% |
| YTD | -4.7% | +23.6% | -28.4% | -11.4% |
| 1Y | -8.8% | +17.8% | -26.6% | -12.1% |
| All | -8.8% | +17.4% | -26.2% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling