+124.1%
EVRG vs ALLY
+174.3%
-50.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | +1.4% | +0.4% | +1.0% | +1.3% |
| 30D | +7.4% | +5.2% | +2.2% | +6.4% |
| 3M | +7.2% | -13.3% | +20.5% | +9.7% |
| 6M | +9.5% | -6.7% | +16.1% | +10.4% |
| YTD | +25.6% | -12.8% | +38.4% | +27.7% |
| 1Y | +20.4% | +0.7% | +19.7% | +19.1% |
| 3Y | +108.8% | +65.2% | +43.6% | +82.7% |
| 5Y | +68.0% | -10.1% | +78.1% | +61.9% |
| All | +124.1% | +174.3% | -50.2% | +58.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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