-45.2%
INTU vs EVRG
+15.1%
-60.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.9% |
| 7D | +8.7% | +2.3% | +6.3% | +9.9% |
| 30D | +25.9% | +9.0% | +16.9% | +31.9% |
| 3M | +10.7% | +3.7% | +7.0% | +12.5% |
| 6M | -11.6% | +6.8% | -18.4% | -7.2% |
| YTD | -45.4% | +21.9% | -67.3% | -34.6% |
| 1Y | -45.2% | +15.8% | -61.0% | -34.5% |
| All | -45.2% | +15.1% | -60.4% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling