+521.6%
IQV vs EVRG
+290.3%
+231.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.6% |
| 7D | -2.2% | +0.1% | -2.3% | -2.3% |
| 30D | +8.3% | -1.2% | +9.5% | +8.8% |
| 3M | +44.6% | -0.6% | +45.2% | +44.7% |
| 6M | +52.6% | +2.4% | +50.1% | +50.1% |
| YTD | +16.1% | +15.5% | +0.7% | +8.1% |
| 1Y | +37.3% | +16.8% | +20.4% | +26.9% |
| 3Y | +21.6% | +75.0% | -53.4% | -6.6% |
| 5Y | +0.5% | +49.3% | -48.9% | -17.7% |
| 10Y | +239.7% | +113.5% | +126.2% | +143.8% |
| All | +521.6% | +290.3% | +231.4% | +278.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling