+14,671.9%
INTU vs EVRG
+1,241.7%
+13,430.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -4.1% | +1.0% | -5.1% | -4.5% |
| 30D | +12.8% | +7.5% | +5.4% | +9.8% |
| 3M | +2.1% | +6.8% | -4.7% | -0.5% |
| 6M | -11.5% | +7.7% | -19.2% | -14.3% |
| YTD | -47.9% | +24.9% | -72.8% | -52.7% |
| 1Y | -47.7% | +18.1% | -65.8% | -51.5% |
| 3Y | -34.0% | +101.9% | -135.9% | -50.9% |
| 5Y | -43.5% | +67.0% | -110.5% | -55.0% |
| 10Y | +231.1% | +123.3% | +107.8% | +130.1% |
| All | +14,671.9% | +1,241.7% | +13,430.2% | +4,877.3% |
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 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