-44.6%
INFY vs EVRG
+48.0%
-92.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.3% | +1.1% | +1.4% |
| 7D | -5.4% | +0.1% | -5.5% | -5.4% |
| 30D | -9.9% | -1.2% | -8.6% | -9.7% |
| 3M | -4.6% | -0.6% | -4.0% | -4.5% |
| 6M | -18.5% | +2.4% | -20.9% | -18.8% |
| YTD | -36.5% | +15.5% | -52.0% | -38.0% |
| 1Y | -32.8% | +16.8% | -49.6% | -34.5% |
| 3Y | -32.2% | +75.0% | -107.2% | -39.5% |
| All | -44.6% | +48.0% | -92.6% | -49.0% |
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