+16,554.9%
INTC vs EVRG
+2,087.5%
+14,467.4%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.9% | +8.2% | +8.7% |
| 7D | +17.4% | +0.9% | +16.5% | +17.0% |
| 30D | +2.8% | -0.5% | +3.3% | +3.0% |
| 3M | -5.3% | +1.5% | -6.8% | -6.1% |
| 6M | +140.6% | +1.2% | +139.4% | +137.9% |
| YTD | +183.1% | +16.3% | +166.8% | +164.5% |
| 1Y | +326.8% | +20.3% | +306.5% | +292.6% |
| 3Y | +179.4% | +72.3% | +107.1% | +121.2% |
| 5Y | +111.7% | +46.7% | +65.0% | +77.0% |
| 10Y | +253.8% | +113.8% | +140.0% | +148.3% |
| All | +16,554.9% | +2,087.5% | +14,467.4% | +5,106.0% |
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 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