-22.5%
LEN vs EVRG
+15.1%
-37.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +0.9% | +6.2% | +6.6% |
| 7D | +10.5% | +2.3% | +8.1% | +9.3% |
| 30D | +24.6% | +9.0% | +15.6% | +20.0% |
| 3M | +6.6% | +3.7% | +2.9% | +4.8% |
| 6M | +10.6% | +6.8% | +3.9% | +7.5% |
| YTD | -8.3% | +21.9% | -30.3% | -17.5% |
| 1Y | -22.5% | +15.8% | -38.3% | -28.9% |
| All | -22.5% | +15.1% | -37.6% | -28.9% |
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