+7,464.4%
EW vs EVRG
+1,584.4%
+5,879.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.8% |
| 7D | +9.3% | +3.5% | +5.8% | +8.0% |
| 30D | +22.1% | +9.2% | +12.8% | +18.5% |
| 3M | +13.0% | +8.6% | +4.4% | +9.8% |
| 6M | +30.1% | +10.0% | +20.1% | +25.7% |
| YTD | +22.0% | +25.1% | -3.1% | +12.6% |
| 1Y | +23.7% | +19.5% | +4.2% | +15.9% |
| 3Y | +62.0% | +102.3% | -40.3% | +25.9% |
| 5Y | -12.4% | +66.8% | -79.3% | -27.9% |
| 10Y | +236.1% | +125.0% | +111.0% | +145.4% |
| All | +7,464.4% | +1,584.4% | +5,879.9% | +2,854.1% |
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