+27.8%
INTC vs EVRG
+66.7%
-38.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.6% | -3.1% | -2.7% |
| 7D | +6.0% | +1.4% | +4.6% | +5.6% |
| 30D | -39.2% | +7.4% | -46.6% | -40.4% |
| 3M | -42.9% | +7.2% | -50.2% | -44.1% |
| 6M | -50.4% | +9.5% | -59.9% | -52.0% |
| YTD | +61.7% | +25.6% | +36.1% | +48.0% |
| 1Y | +66.1% | +20.4% | +45.8% | +54.6% |
| 3Y | +58.1% | +108.8% | -50.7% | +16.6% |
| All | +27.8% | +66.7% | -38.9% | +3.6% |
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