+18.6%
IVV vs EVRG
+19.4%
-0.7%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -0.4% | +0.6% | -0.9% | -0.3% |
| 30D | -1.4% | -0.2% | -1.1% | -1.4% |
| 3M | +3.7% | -0.5% | +4.2% | +3.6% |
| 6M | +13.0% | +0.2% | +12.9% | +13.0% |
| YTD | +12.4% | +14.9% | -2.4% | +11.4% |
| 1Y | +18.6% | +18.2% | +0.4% | +18.1% |
| All | +18.6% | +19.4% | -0.7% | +18.1% |
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