+13,164.2%
GOOG vs EVRG
+892.9%
+12,271.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.8% | -1.6% |
| 7D | -1.6% | +0.6% | -2.1% | -1.8% |
| 30D | -7.7% | -0.2% | -7.4% | -7.6% |
| 3M | -9.3% | -0.5% | -8.8% | -9.4% |
| 6M | +7.4% | +0.2% | +7.3% | +6.8% |
| YTD | +4.9% | +14.9% | -10.0% | -1.4% |
| 1Y | +37.2% | +18.2% | +19.0% | +27.5% |
| 3Y | +141.6% | +70.2% | +71.4% | +90.2% |
| 5Y | +128.8% | +45.3% | +83.4% | +90.1% |
| 10Y | +772.7% | +112.4% | +660.3% | +478.3% |
| All | +13,164.2% | +892.9% | +12,271.3% | +3,918.3% |
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