+14,280.4%
INTU vs EVRG
+1,139.4%
+13,141.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.2% |
| 7D | -7.1% | +1.1% | -8.2% | -7.5% |
| 30D | +1.5% | -1.0% | +2.5% | +1.7% |
| 3M | +10.7% | +0.4% | +10.3% | +10.3% |
| 6M | -23.8% | -0.8% | -23.0% | -24.1% |
| YTD | -49.3% | +15.3% | -64.6% | -52.5% |
| 1Y | -49.7% | +17.9% | -67.5% | -53.3% |
| 3Y | -38.0% | +71.9% | -109.9% | -51.1% |
| 5Y | -38.7% | +45.3% | -84.0% | -48.6% |
| 10Y | +221.3% | +113.1% | +108.3% | +127.5% |
| All | +14,280.4% | +1,139.4% | +13,141.0% | +4,892.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling