+706.7%
ETN vs EVRG
+113.9%
+592.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.3% | +3.6% | +3.8% |
| 7D | +3.5% | +0.1% | +3.4% | +3.5% |
| 30D | -7.5% | -1.2% | -6.3% | -7.1% |
| 3M | +8.3% | -0.6% | +8.9% | +8.2% |
| 6M | +20.2% | +2.4% | +17.7% | +18.4% |
| YTD | +34.7% | +15.5% | +19.2% | +26.0% |
| 1Y | +19.4% | +16.8% | +2.6% | +11.1% |
| 3Y | +85.5% | +75.0% | +10.5% | +42.1% |
| 5Y | +186.6% | +49.3% | +137.3% | +133.6% |
| All | +706.7% | +113.9% | +592.7% | +484.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling