+24.0%
NDAQ vs EVRG
+18.7%
+5.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +1.7% | +1.0% | +0.7% | +1.7% |
| 30D | +16.2% | +7.5% | +8.8% | +16.3% |
| 3M | +14.0% | +6.8% | +7.1% | +13.9% |
| 6M | +22.3% | +7.7% | +14.5% | +22.7% |
| YTD | +13.0% | +24.9% | -11.9% | +15.3% |
| 1Y | +24.0% | +18.1% | +5.9% | +29.5% |
| All | +24.0% | +18.7% | +5.3% | +29.5% |
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