-44.7%
IONQ vs EVRG
+15.1%
-59.8%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -0.9% |
| 7D | -8.9% | +2.3% | -11.2% | -7.6% |
| 30D | -31.3% | +9.0% | -40.3% | -27.7% |
| 3M | -29.2% | +3.7% | -32.9% | -27.3% |
| 6M | -35.4% | +6.8% | -42.2% | -33.0% |
| YTD | -34.2% | +21.9% | -56.1% | -31.5% |
| 1Y | -44.7% | +15.8% | -60.5% | -39.9% |
| All | -44.7% | +15.1% | -59.8% | -39.9% |
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