+7,692.7%
EW vs EVRG
+1,590.9%
+6,101.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.1% |
| 7D | +4.9% | +1.4% | +3.5% | +4.4% |
| 30D | +23.9% | +7.4% | +16.6% | +21.0% |
| 3M | +15.8% | +7.2% | +8.5% | +13.0% |
| 6M | +31.7% | +9.5% | +22.2% | +27.5% |
| YTD | +25.7% | +25.6% | +0.1% | +15.9% |
| 1Y | +24.4% | +20.4% | +4.1% | +16.3% |
| 3Y | +65.9% | +108.8% | -42.9% | +27.6% |
| 5Y | -7.6% | +68.0% | -75.6% | -24.1% |
| 10Y | +253.2% | +124.6% | +128.6% | +158.1% |
| All | +7,692.7% | +1,590.9% | +6,101.8% | +2,939.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling