+46.5%
ETSY vs EVRG
+17.4%
+29.1%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.5% | -6.3% | -6.8% |
| 7D | -8.5% | +1.1% | -9.6% | -8.3% |
| 30D | -10.9% | -1.0% | -9.9% | -11.0% |
| 3M | +14.1% | +0.4% | +13.7% | +15.1% |
| 6M | +37.5% | -0.8% | +38.3% | +39.3% |
| YTD | +38.0% | +15.3% | +22.7% | +37.7% |
| 1Y | +46.5% | +17.9% | +28.7% | +58.8% |
| All | +46.5% | +17.4% | +29.1% | +58.8% |
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