+24.9%
ESI vs EVRG
+15.1%
+9.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +0.9% | -5.5% | -4.5% |
| 7D | -6.6% | +2.3% | -8.9% | -6.3% |
| 30D | -10.9% | +9.0% | -19.9% | -10.6% |
| 3M | -13.8% | +3.7% | -17.5% | -13.8% |
| 6M | -21.5% | +6.8% | -28.3% | -21.1% |
| YTD | +34.7% | +21.9% | +12.7% | +28.8% |
| 1Y | +24.9% | +15.8% | +9.1% | +23.2% |
| All | +24.9% | +15.1% | +9.8% | +23.2% |
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