-14.9%
INFQ vs EVRG
+0.3%
-15.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.7% | -3.2% |
| 7D | +4.8% | +0.6% | +4.3% | +5.0% |
| 30D | +13.4% | -0.2% | +13.7% | +13.0% |
| 3M | -3.3% | -0.5% | -2.8% | -5.0% |
| 6M | +13.7% | +0.2% | +13.5% | +11.7% |
| All | -14.9% | +0.3% | -15.3% | -15.9% |
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 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