+84.7%
META vs EVRG
+65.8%
+18.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.7% | -0.8% |
| 7D | +3.1% | +1.0% | +2.1% | +3.0% |
| 30D | -18.2% | +7.5% | -25.7% | -18.7% |
| 3M | +7.8% | +6.8% | +1.0% | +7.2% |
| 6M | +3.6% | +7.7% | -4.2% | +2.8% |
| YTD | -5.3% | +24.9% | -30.1% | -8.2% |
| 1Y | +2.7% | +18.1% | -15.4% | +0.4% |
| 3Y | +91.5% | +101.9% | -10.4% | +65.3% |
| 5Y | +84.7% | +67.0% | +17.7% | +66.9% |
| All | +84.7% | +65.8% | +18.9% | +66.9% |
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 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