+68.6%
ESI vs EVRG
+45.7%
+22.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.2% | -4.7% | -4.6% |
| 7D | -2.3% | -0.7% | -1.6% | -2.1% |
| 30D | -9.0% | 0.0% | -9.0% | -9.1% |
| 3M | -13.3% | -1.0% | -12.3% | -13.2% |
| 6M | +5.3% | +1.0% | +4.3% | +4.4% |
| YTD | +37.6% | +15.1% | +22.5% | +29.4% |
| 1Y | +33.6% | +17.6% | +16.0% | +24.3% |
| 3Y | +75.8% | +70.5% | +5.3% | +38.8% |
| 5Y | +68.6% | +48.9% | +19.7% | +43.1% |
| All | +68.6% | +45.7% | +22.9% | +43.1% |
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 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