-83.7%
IRE vs EVRG
+7.3%
-91.0%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.0% | -0.5% | +14.5% | +13.5% |
| 7D | +54.8% | +1.1% | +53.7% | +56.3% |
| 30D | +18.4% | -1.0% | +19.4% | +16.2% |
| 3M | -66.7% | +0.4% | -67.1% | -67.5% |
| 6M | -52.3% | -0.8% | -51.5% | -52.1% |
| YTD | -52.3% | +15.3% | -67.7% | -60.2% |
| All | -83.7% | +7.3% | -91.0% | -83.9% |
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 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