+365.6%
NDAQ vs EVRG
+113.2%
+252.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -6.8% | -0.7% | -6.1% | -6.5% |
| 30D | -3.2% | 0.0% | -3.2% | -3.2% |
| 3M | +6.5% | -1.0% | +7.4% | +6.8% |
| 6M | +5.7% | +1.0% | +4.8% | +4.8% |
| YTD | -4.6% | +15.1% | -19.7% | -11.4% |
| 1Y | -1.6% | +17.6% | -19.1% | -9.6% |
| 3Y | +86.4% | +70.5% | +16.0% | +42.4% |
| 5Y | +50.3% | +48.9% | +1.5% | +20.8% |
| All | +365.6% | +113.2% | +252.4% | +223.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling