+91.4%
INCY vs EVRG
+72.0%
+19.4%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.3% | -2.2% |
| 7D | -3.7% | -0.7% | -3.0% | -3.5% |
| 30D | +1.8% | 0.0% | +1.8% | +1.8% |
| 3M | +17.0% | -1.0% | +17.9% | +17.3% |
| 6M | +28.4% | +1.0% | +27.4% | +28.0% |
| YTD | +24.8% | +15.1% | +9.7% | +19.3% |
| 1Y | +42.9% | +17.6% | +25.4% | +35.9% |
| All | +91.4% | +72.0% | +19.4% | +56.9% |
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