+399.9%
GH vs EVRG
+102.8%
+297.1%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.1% | -0.6% |
| 7D | -2.1% | +0.9% | -3.0% | -2.5% |
| 30D | -4.5% | -0.5% | -3.9% | -4.3% |
| 3M | +28.9% | +1.5% | +27.4% | +27.8% |
| 6M | +76.5% | +1.2% | +75.4% | +75.0% |
| YTD | +57.6% | +16.3% | +41.3% | +46.9% |
| 1Y | +167.5% | +20.3% | +147.3% | +146.1% |
| 3Y | +377.4% | +72.3% | +305.1% | +273.2% |
| 5Y | +23.8% | +46.7% | -22.9% | +2.2% |
| All | +399.9% | +102.8% | +297.1% | +310.7% |
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