+58.1%
GEN vs EVRG
+72.7%
-14.6%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.9% | -3.6% | -2.9% |
| 7D | -0.7% | +0.9% | -1.6% | -0.9% |
| 30D | +2.6% | -0.5% | +3.2% | +2.7% |
| 3M | +15.8% | +1.5% | +14.3% | +15.3% |
| 6M | +33.1% | +1.2% | +32.0% | +32.4% |
| YTD | +11.3% | +16.3% | -5.0% | +5.1% |
| 1Y | +1.7% | +20.3% | -18.6% | -5.5% |
| 3Y | +58.1% | +72.3% | -14.2% | +24.4% |
| All | +58.1% | +72.7% | -14.6% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling