+75.6%
GRMN vs EVRG
+45.7%
+29.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | -1.8% | -0.7% | -1.1% | -1.6% |
| 30D | -12.1% | 0.0% | -12.1% | -12.1% |
| 3M | +18.0% | -1.0% | +18.9% | +18.0% |
| 6M | +13.7% | +1.0% | +12.7% | +12.8% |
| YTD | +35.3% | +15.1% | +20.2% | +27.6% |
| 1Y | +17.2% | +17.6% | -0.3% | +9.5% |
| 3Y | +179.6% | +70.5% | +109.2% | +123.0% |
| 5Y | +75.6% | +48.9% | +26.7% | +44.4% |
| All | +75.6% | +45.7% | +29.9% | +44.4% |
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