+19,778.3%
GD vs EVRG
+2,225.1%
+17,553.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.4% | -3.7% | -2.8% |
| 7D | -3.9% | +2.3% | -6.2% | -4.6% |
| 30D | +8.1% | +8.8% | -0.7% | +5.3% |
| 3M | -6.8% | +6.1% | -12.9% | -8.5% |
| 6M | +3.0% | +8.9% | -5.9% | +0.3% |
| YTD | +7.8% | +23.6% | -15.9% | +0.8% |
| 1Y | +5.8% | +17.8% | -12.0% | +0.4% |
| 3Y | +55.3% | +92.9% | -37.6% | +26.3% |
| 5Y | +96.7% | +64.4% | +32.3% | +67.0% |
| 10Y | +195.4% | +121.4% | +74.0% | +127.0% |
| All | +19,778.3% | +2,225.1% | +17,553.2% | +8,889.2% |
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 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