+34,839.8%
LOW vs EVRG
+2,087.5%
+32,752.2%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.6% | -2.1% |
| 7D | +0.4% | +0.9% | -0.5% | 0.0% |
| 30D | -10.1% | -0.5% | -9.6% | -10.0% |
| 3M | -2.9% | +1.5% | -4.4% | -3.5% |
| 6M | -19.4% | +1.2% | -20.6% | -19.9% |
| YTD | -15.4% | +16.3% | -31.8% | -20.5% |
| 1Y | -24.9% | +20.3% | -45.2% | -30.5% |
| 3Y | -7.8% | +72.3% | -80.1% | -26.5% |
| 5Y | +8.4% | +46.7% | -38.3% | -8.7% |
| 10Y | +226.8% | +113.8% | +113.0% | +132.3% |
| All | +34,839.8% | +2,087.5% | +32,752.2% | +10,480.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling