-29.7%
MOD vs EVRG
+18.9%
-48.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +8.2% | +2.5% | +5.8% | +8.9% |
| 30D | -38.2% | +8.4% | -46.6% | -37.5% |
| 3M | -46.2% | +8.6% | -54.8% | -45.7% |
| 6M | -62.5% | +7.7% | -70.2% | -62.0% |
| YTD | -20.1% | +25.0% | -45.1% | -20.6% |
| 1Y | -29.7% | +18.7% | -48.4% | -27.5% |
| All | -29.7% | +18.9% | -48.6% | -27.5% |
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