+411.8%
GE vs EVRG
+66.7%
+345.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.7% | +1.4% | +1.2% | +2.2% |
| 30D | +8.1% | +7.4% | +0.7% | +5.7% |
| 3M | -7.9% | +7.2% | -15.1% | -9.9% |
| 6M | +12.9% | +9.5% | +3.4% | +9.6% |
| YTD | +8.2% | +25.6% | -17.4% | +0.4% |
| 1Y | +9.7% | +20.4% | -10.7% | +3.2% |
| 3Y | +266.1% | +108.8% | +157.3% | +185.4% |
| All | +411.8% | +66.7% | +345.1% | +334.9% |
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