+17.2%
O vs EVRG
+45.7%
-28.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -3.5% | -0.7% | -2.8% | -3.1% |
| 30D | -3.3% | 0.0% | -3.3% | -3.4% |
| 3M | -2.8% | -1.0% | -1.9% | -2.3% |
| 6M | -5.8% | +1.0% | -6.7% | -6.4% |
| YTD | +9.4% | +15.1% | -5.7% | +0.8% |
| 1Y | +5.7% | +17.6% | -11.9% | -4.0% |
| 3Y | +27.2% | +70.5% | -43.2% | -7.2% |
| 5Y | +17.2% | +48.9% | -31.7% | -7.4% |
| All | +17.2% | +45.7% | -28.5% | -7.4% |
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 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