-64.9%
IOVA vs EVRG
+44.9%
-109.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.2% | -1.9% | -2.5% |
| 7D | -2.2% | +0.6% | -2.8% | -2.5% |
| 30D | +31.7% | -0.2% | +32.0% | +32.0% |
| 3M | +117.3% | -0.5% | +117.7% | +117.4% |
| 6M | +55.8% | +0.2% | +55.6% | +55.5% |
| YTD | +208.8% | +14.9% | +193.9% | +187.2% |
| 1Y | +255.7% | +18.2% | +237.5% | +226.6% |
| 3Y | +41.7% | +70.2% | -28.5% | +9.2% |
| 5Y | -64.9% | +45.3% | -110.2% | -73.5% |
| All | -64.9% | +44.9% | -109.8% | -73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling