-51.8%
INTU vs EVRG
+18.2%
-70.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.3% |
| 7D | -9.2% | -0.7% | -8.5% | -9.5% |
| 30D | -7.0% | 0.0% | -7.0% | -6.9% |
| 3M | +10.5% | -1.0% | +11.5% | +10.8% |
| 6M | -30.6% | +1.0% | -31.6% | -29.0% |
| YTD | -52.3% | +15.1% | -67.4% | -47.3% |
| 1Y | -51.8% | +17.6% | -69.4% | -44.9% |
| All | -51.8% | +18.2% | -70.0% | -44.9% |
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