+5.8%
GAP vs EVRG
+44.9%
-39.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.3% | -4.0% |
| 7D | -3.2% | +0.6% | -3.7% | -3.4% |
| 30D | -0.7% | -0.2% | -0.5% | -0.7% |
| 3M | -0.5% | -0.5% | 0.0% | -0.5% |
| 6M | -5.0% | +0.2% | -5.2% | -5.4% |
| YTD | -14.7% | +14.9% | -29.6% | -20.6% |
| 1Y | -8.6% | +18.2% | -26.9% | -16.4% |
| 3Y | +108.4% | +70.2% | +38.2% | +54.9% |
| 5Y | +5.8% | +45.3% | -39.6% | -15.9% |
| All | +5.8% | +44.9% | -39.1% | -15.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling