+23.9%
OMC vs EVRG
+15.1%
+8.8%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.9% | +4.3% | +5.0% |
| 7D | +12.5% | +2.3% | +10.2% | +12.0% |
| 30D | +16.3% | +9.0% | +7.3% | +14.6% |
| 3M | +8.1% | +3.7% | +4.4% | +7.2% |
| 6M | +17.2% | +6.8% | +10.4% | +16.7% |
| YTD | +11.8% | +21.9% | -10.2% | +10.0% |
| 1Y | +23.9% | +15.8% | +8.1% | +24.0% |
| All | +23.9% | +15.1% | +8.8% | +24.0% |
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