+8,297.1%
GEN vs EVRG
+2,068.9%
+6,228.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -1.2% | +1.1% | -2.3% | -1.5% |
| 30D | +10.1% | -1.0% | +11.2% | +10.4% |
| 3M | +16.1% | +0.4% | +15.7% | +15.8% |
| 6M | +38.9% | -0.8% | +39.7% | +38.6% |
| YTD | +14.4% | +15.3% | -0.9% | +9.2% |
| 1Y | +5.9% | +17.9% | -12.0% | +0.4% |
| 3Y | +58.8% | +71.9% | -13.1% | +34.7% |
| 5Y | +24.7% | +45.3% | -20.6% | +10.1% |
| 10Y | +163.1% | +113.1% | +50.0% | +98.6% |
| All | +8,297.1% | +2,068.9% | +6,228.2% | +2,682.1% |
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