-42.6%
INTU vs EVRG
+44.9%
-87.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.3% |
| 7D | -8.5% | +0.6% | -9.0% | -8.6% |
| 30D | -6.1% | -0.2% | -5.9% | -6.1% |
| 3M | +7.3% | -0.5% | +7.8% | +7.4% |
| 6M | -33.2% | +0.2% | -33.4% | -33.5% |
| YTD | -52.2% | +14.9% | -67.0% | -54.7% |
| 1Y | -52.7% | +18.2% | -70.9% | -55.7% |
| 3Y | -41.6% | +70.2% | -111.8% | -53.3% |
| 5Y | -42.6% | +45.3% | -88.0% | -51.2% |
| All | -42.6% | +44.9% | -87.6% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling