+34.1%
GEN vs EVRG
+66.7%
-32.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | +2.0% | +1.4% | +0.6% | +1.6% |
| 30D | +27.7% | +7.4% | +20.3% | +25.1% |
| 3M | +3.3% | +7.2% | -4.0% | +1.1% |
| 6M | +31.8% | +9.5% | +22.3% | +28.0% |
| YTD | +13.5% | +25.6% | -12.1% | +4.3% |
| 1Y | +16.0% | +20.4% | -4.3% | +8.3% |
| 3Y | +70.6% | +108.8% | -38.2% | +27.9% |
| All | +34.1% | +66.7% | -32.6% | +8.4% |
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 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