-2.8%
IP vs EVRG
+20.4%
-23.2%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.5% | -1.6% | -1.3% |
| 7D | 0.0% | +3.5% | -3.5% | -1.2% |
| 30D | +9.4% | +9.2% | +0.1% | +6.0% |
| 3M | -14.1% | +8.6% | -22.7% | -16.6% |
| 6M | +9.2% | +10.0% | -0.8% | +6.2% |
| YTD | -7.5% | +25.1% | -32.6% | -15.9% |
| 1Y | -2.8% | +19.5% | -22.3% | -9.5% |
| All | -2.8% | +20.4% | -23.2% | -9.5% |
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 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