+8.0%
EW vs EVRG
+19.4%
-11.4%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.6% |
| 7D | -5.1% | +0.6% | -5.7% | -5.1% |
| 30D | -6.4% | -0.2% | -6.1% | -6.3% |
| 3M | -1.6% | -0.5% | -1.1% | -1.3% |
| 6M | +2.3% | +0.2% | +2.1% | +2.9% |
| YTD | +1.1% | +14.9% | -13.8% | -0.2% |
| 1Y | +8.0% | +18.2% | -10.2% | +1.7% |
| All | +8.0% | +19.4% | -11.4% | +1.7% |
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