-37.4%
GIS vs EVRG
+72.0%
-109.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.2% | -3.1% |
| 7D | -8.4% | -0.7% | -7.7% | -8.1% |
| 30D | -5.2% | 0.0% | -5.2% | -5.3% |
| 3M | +8.2% | -1.0% | +9.1% | +8.6% |
| 6M | -12.0% | +1.0% | -13.0% | -12.4% |
| YTD | -18.9% | +15.1% | -34.0% | -23.4% |
| 1Y | -23.6% | +17.6% | -41.2% | -28.6% |
| All | -37.4% | +72.0% | -109.3% | -49.7% |
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 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