+326.3%
EVRG vs ALLY
+98.1%
+228.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.4% |
| 7D | +1.9% | +0.9% | +0.9% | +1.7% |
| 30D | +9.0% | +3.1% | +5.9% | +8.4% |
| 3M | +6.3% | -12.6% | +18.9% | +8.5% |
| 6M | +9.9% | -12.4% | +22.3% | +12.0% |
| YTD | +23.8% | -13.2% | +37.0% | +25.9% |
| 1Y | +19.9% | +1.8% | +18.1% | +18.5% |
| 3Y | +94.3% | +58.0% | +36.3% | +73.2% |
| 5Y | +64.6% | -8.4% | +73.1% | +58.1% |
| 10Y | +121.7% | +195.3% | -73.5% | +57.3% |
| All | +326.3% | +98.1% | +228.2% | +214.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling