-39.1%
IONQ vs EVRG
+18.7%
-57.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | -0.1% | -9.3% | -9.4% |
| 7D | +16.8% | +1.0% | +15.8% | +17.4% |
| 30D | -11.1% | +7.5% | -18.6% | -7.2% |
| 3M | -31.7% | +6.8% | -38.6% | -28.7% |
| 6M | -44.8% | +7.7% | -52.5% | -42.4% |
| YTD | -31.2% | +24.9% | -56.1% | -32.3% |
| 1Y | -39.1% | +18.1% | -57.3% | -33.1% |
| All | -39.1% | +18.7% | -57.8% | -33.1% |
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