+2,632.1%
NDAQ vs EVRG
+1,509.5%
+1,122.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.9% | -0.9% |
| 7D | +1.7% | +1.0% | +0.7% | +1.2% |
| 30D | +16.2% | +7.5% | +8.8% | +12.1% |
| 3M | +14.0% | +6.8% | +7.1% | +10.1% |
| 6M | +22.3% | +7.7% | +14.5% | +17.3% |
| YTD | +13.0% | +24.9% | -11.9% | -0.1% |
| 1Y | +24.0% | +18.1% | +5.9% | +12.7% |
| 3Y | +117.1% | +101.9% | +15.2% | +47.9% |
| 5Y | +67.5% | +67.0% | +0.5% | +23.7% |
| 10Y | +474.3% | +123.3% | +351.0% | +245.1% |
| All | +2,632.1% | +1,509.5% | +1,122.6% | +686.8% |
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