+2,327.9%
NDAQ vs EVRG
+1,386.8%
+941.1%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.6% |
| 7D | -2.4% | +1.1% | -3.6% | -3.0% |
| 30D | +2.5% | -1.0% | +3.5% | +2.9% |
| 3M | +9.9% | +0.4% | +9.5% | +9.5% |
| 6M | +9.4% | -0.8% | +10.3% | +9.3% |
| YTD | +0.4% | +15.3% | -14.9% | -7.5% |
| 1Y | +4.0% | +17.9% | -13.9% | -5.5% |
| 3Y | +94.4% | +71.9% | +22.5% | +43.5% |
| 5Y | +56.7% | +45.3% | +11.5% | +24.3% |
| 10Y | +375.3% | +113.1% | +262.2% | +192.3% |
| All | +2,327.9% | +1,386.8% | +941.1% | +628.4% |
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