+44.9%
IBKR vs EVRG
+17.7%
+27.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.3% | +1.9% | +2.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | -0.2% | -1.2% | +1.0% | -0.7% |
| 3M | +3.0% | -0.6% | +3.6% | +2.5% |
| 6M | +33.9% | +2.4% | +31.4% | +34.0% |
| YTD | +42.5% | +15.5% | +27.1% | +42.2% |
| 1Y | +44.9% | +16.8% | +28.0% | +47.3% |
| All | +44.9% | +17.7% | +27.1% | +47.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling