+30.7%
IVZ vs EVRG
+15.1%
+15.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +4.3% |
| 7D | +2.6% | +2.3% | +0.3% | +3.1% |
| 30D | -3.5% | +9.0% | -12.5% | -2.1% |
| 3M | -7.4% | +3.7% | -11.1% | -6.8% |
| 6M | +14.7% | +6.8% | +7.9% | +15.9% |
| YTD | +14.6% | +21.9% | -7.3% | +17.5% |
| 1Y | +30.7% | +15.8% | +14.9% | +35.4% |
| All | +30.7% | +15.1% | +15.6% | +35.4% |
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