+62.4%
EWY vs EVRG
+15.1%
+47.3%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -1.6% |
| 7D | -8.3% | +2.3% | -10.6% | -7.5% |
| 30D | -20.5% | +9.0% | -29.5% | -18.6% |
| 3M | -11.1% | +3.7% | -14.8% | -10.1% |
| 6M | -7.0% | +6.8% | -13.8% | -6.3% |
| YTD | +56.5% | +21.9% | +34.5% | +46.6% |
| 1Y | +62.4% | +15.8% | +46.6% | +57.1% |
| All | +62.4% | +15.1% | +47.3% | +57.1% |
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 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