-6.2%
IONQ vs EVRG
+17.4%
-23.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.0% |
| 7D | +0.8% | +1.1% | -0.3% | +1.4% |
| 30D | -1.0% | -1.0% | 0.0% | -1.5% |
| 3M | -39.8% | +0.4% | -40.2% | -39.9% |
| 6M | +6.4% | -0.8% | +7.3% | +6.5% |
| YTD | -11.9% | +15.3% | -27.3% | -9.1% |
| 1Y | -6.2% | +17.9% | -24.0% | +4.3% |
| All | -6.2% | +17.4% | -23.6% | +4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling