+47.6%
ON vs EVRG
+15.1%
+32.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.9% | -2.8% | -1.7% |
| 7D | -5.8% | +2.3% | -8.1% | -5.4% |
| 30D | -17.1% | +9.0% | -26.1% | -15.8% |
| 3M | -11.8% | +3.7% | -15.5% | -11.3% |
| 6M | -30.2% | +6.8% | -37.0% | -30.1% |
| YTD | +31.6% | +21.9% | +9.6% | +28.8% |
| 1Y | +47.6% | +15.8% | +31.8% | +47.0% |
| All | +47.6% | +15.1% | +32.4% | +47.0% |
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