-40.7%
INTU vs EVRG
+72.7%
-113.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -4.1% |
| 7D | -7.5% | +0.9% | -8.4% | -7.5% |
| 30D | -1.9% | -0.5% | -1.4% | -1.9% |
| 3M | +4.9% | +1.5% | +3.3% | +5.1% |
| 6M | -33.2% | +1.2% | -34.4% | -33.0% |
| YTD | -51.4% | +16.3% | -67.7% | -51.7% |
| 1Y | -52.0% | +20.3% | -72.2% | -52.5% |
| 3Y | -40.7% | +72.3% | -113.0% | -44.3% |
| All | -40.7% | +72.7% | -113.4% | -44.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling