+53.8%
NDAQ vs EVRG
+46.7%
+7.0%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -2.2% |
| 7D | -2.6% | +0.9% | -3.4% | -2.8% |
| 30D | +0.5% | -0.5% | +1.0% | +0.6% |
| 3M | +9.9% | +1.5% | +8.4% | +9.3% |
| 6M | +8.2% | +1.2% | +7.0% | +7.5% |
| YTD | -1.5% | +16.3% | -17.8% | -7.2% |
| 1Y | +1.3% | +20.3% | -18.9% | -5.9% |
| 3Y | +92.6% | +72.3% | +20.3% | +56.1% |
| All | +53.8% | +46.7% | +7.0% | +30.2% |
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