+209.1%
INTU vs EVRG
+113.2%
+95.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.4% |
| 7D | -9.2% | -0.7% | -8.5% | -8.9% |
| 30D | -7.0% | 0.0% | -7.0% | -7.1% |
| 3M | +10.5% | -1.0% | +11.5% | +10.8% |
| 6M | -30.6% | +1.0% | -31.6% | -31.4% |
| YTD | -52.3% | +15.1% | -67.4% | -55.8% |
| 1Y | -51.8% | +17.6% | -69.4% | -55.9% |
| 3Y | -41.8% | +70.5% | -112.3% | -56.1% |
| 5Y | -42.8% | +48.9% | -91.7% | -54.2% |
| All | +209.1% | +113.2% | +95.8% | +104.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling