+24.4%
IOT vs EVRG
+72.5%
-48.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.3% | -0.5% | -0.2% |
| 7D | -4.5% | +0.1% | -4.6% | -4.5% |
| 30D | -2.4% | -1.2% | -1.2% | -2.4% |
| 3M | +19.0% | -0.6% | +19.6% | +18.8% |
| 6M | +19.6% | +2.4% | +17.2% | +18.7% |
| YTD | +8.3% | +15.5% | -7.2% | +4.6% |
| 1Y | -0.8% | +16.8% | -17.6% | -4.8% |
| 3Y | +24.4% | +75.0% | -50.6% | -6.5% |
| All | +24.4% | +72.5% | -48.1% | -6.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling