+30,172.0%
EXPD vs EVRG
+2,228.5%
+27,943.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -7.2% | +1.9% | -9.0% | -7.8% |
| 30D | -3.3% | +9.0% | -12.3% | -6.3% |
| 3M | +3.4% | +6.3% | -2.9% | +1.0% |
| 6M | +22.7% | +9.9% | +12.8% | +18.3% |
| YTD | +24.5% | +23.8% | +0.7% | +14.7% |
| 1Y | +38.6% | +19.9% | +18.8% | +29.1% |
| 3Y | +71.5% | +94.3% | -22.8% | +33.2% |
| 5Y | +56.2% | +64.6% | -8.4% | +27.8% |
| 10Y | +310.5% | +121.7% | +188.7% | +188.2% |
| All | +30,172.0% | +2,228.5% | +27,943.5% | +9,265.6% |
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