-43.5%
INTU vs EVRG
+65.8%
-109.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -4.1% | +1.0% | -5.1% | -4.4% |
| 30D | +12.8% | +7.5% | +5.4% | +10.8% |
| 3M | +2.1% | +6.8% | -4.7% | +0.3% |
| 6M | -11.5% | +7.7% | -19.2% | -13.4% |
| YTD | -47.9% | +24.9% | -72.8% | -51.8% |
| 1Y | -47.7% | +18.1% | -65.8% | -50.5% |
| 3Y | -34.0% | +101.9% | -135.9% | -51.1% |
| 5Y | -43.5% | +67.0% | -110.5% | -52.8% |
| All | -43.5% | +65.8% | -109.3% | -52.8% |
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