+107.8%
EVRG vs RVTY
+90.0%
+17.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +2.5% | -0.7% | +3.2% | +2.5% |
| 30D | +8.4% | +1.7% | +6.7% | +8.2% |
| 3M | +8.6% | +36.8% | -28.2% | +6.3% |
| 6M | +7.7% | +60.1% | -52.4% | +4.0% |
| YTD | +25.0% | +64.0% | -39.0% | +20.0% |
| 1Y | +18.7% | +68.2% | -49.5% | +13.6% |
| All | +107.8% | +90.0% | +17.8% | +81.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 3y: compounded portfolio wealth divided by compounded RVTY 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…
3y analysis · Full analysis span regression · 6 months rolling