-12.4%
IP vs EVRG
+64.6%
-77.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -5.1% | +1.9% | -6.9% | -5.7% |
| 30D | +8.5% | +9.0% | -0.5% | +4.8% |
| 3M | -13.8% | +6.3% | -20.2% | -16.0% |
| 6M | +5.7% | +9.9% | -4.2% | +1.8% |
| YTD | -9.1% | +23.8% | -32.9% | -16.8% |
| 1Y | -0.8% | +19.9% | -20.7% | -8.0% |
| 3Y | +14.8% | +94.3% | -79.5% | -14.7% |
| All | -12.4% | +64.6% | -77.0% | -31.6% |
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