+23.9%
IP vs EVRG
+71.9%
-48.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.7% | +2.3% |
| 7D | -5.3% | +1.1% | -6.4% | -5.6% |
| 30D | -10.9% | -1.0% | -9.8% | -10.6% |
| 3M | +11.2% | +0.4% | +10.8% | +11.1% |
| 6M | -10.2% | -0.8% | -9.4% | -10.0% |
| YTD | -2.0% | +15.3% | -17.3% | -6.2% |
| 1Y | -19.1% | +17.9% | -37.0% | -23.2% |
| All | +23.9% | +71.9% | -48.0% | -1.2% |
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