-8.5%
GAP vs EVRG
+17.7%
-26.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.5% | +2.9% |
| 7D | -4.1% | +0.1% | -4.2% | -4.1% |
| 30D | +6.2% | -1.2% | +7.4% | +6.2% |
| 3M | -0.7% | -0.6% | -0.1% | -0.6% |
| 6M | -7.1% | +2.4% | -9.6% | -6.4% |
| YTD | -14.1% | +15.5% | -29.5% | -13.9% |
| 1Y | -8.5% | +16.8% | -25.3% | -9.2% |
| All | -8.5% | +17.7% | -26.2% | -9.2% |
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