+2,417.1%
MSCI vs EVRG
+609.1%
+1,808.0%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | +0.4% | +1.1% | -0.7% | -0.2% |
| 30D | +0.6% | -1.0% | +1.6% | +1.1% |
| 3M | -7.1% | +0.4% | -7.5% | -7.5% |
| 6M | +0.8% | -0.8% | +1.7% | +0.7% |
| YTD | +1.0% | +15.3% | -14.3% | -7.7% |
| 1Y | +4.3% | +17.9% | -13.6% | -6.0% |
| 3Y | +9.9% | +71.9% | -62.0% | -21.2% |
| 5Y | -6.8% | +45.3% | -52.0% | -27.3% |
| 10Y | +614.7% | +113.1% | +501.6% | +304.0% |
| All | +2,417.1% | +609.1% | +1,808.0% | +471.2% |
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 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