-10.9%
MSCI vs EVRG
+45.7%
-56.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | -2.2% | 0.0% | -2.2% | -2.2% |
| 3M | -9.7% | -1.0% | -8.7% | -9.5% |
| 6M | +0.3% | +1.0% | -0.7% | -0.6% |
| YTD | -3.5% | +15.1% | -18.6% | -9.7% |
| 1Y | -1.4% | +17.6% | -18.9% | -8.7% |
| 3Y | +6.6% | +70.5% | -63.9% | -17.4% |
| 5Y | -10.9% | +48.9% | -59.8% | -26.2% |
| All | -10.9% | +45.7% | -56.6% | -26.2% |
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