+6.1%
IYR vs EVRG
+45.7%
-39.6%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -2.8% | -0.7% | -2.1% | -2.4% |
| 30D | -2.5% | 0.0% | -2.5% | -2.6% |
| 3M | -3.0% | -1.0% | -2.0% | -2.5% |
| 6M | +1.6% | +1.0% | +0.7% | +0.8% |
| YTD | +7.3% | +15.1% | -7.8% | -1.8% |
| 1Y | +5.6% | +17.6% | -12.0% | -4.8% |
| 3Y | +28.1% | +70.5% | -42.3% | -8.8% |
| 5Y | +6.1% | +48.9% | -42.8% | -19.0% |
| All | +6.1% | +45.7% | -39.6% | -19.0% |
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