+40.9%
EXPD vs EVRG
+18.9%
+22.0%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.8% |
| 7D | -1.6% | +2.5% | -4.0% | -1.4% |
| 30D | +0.6% | +8.4% | -7.8% | +1.0% |
| 3M | +9.8% | +8.6% | +1.2% | +10.2% |
| 6M | +25.8% | +7.7% | +18.1% | +26.7% |
| YTD | +31.3% | +25.0% | +6.3% | +31.6% |
| 1Y | +40.9% | +18.7% | +22.2% | +44.3% |
| All | +40.9% | +18.9% | +22.0% | +44.3% |
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