+45.8%
ON vs EVRG
+18.2%
+27.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.1% |
| 7D | -4.7% | -0.7% | -4.0% | -4.9% |
| 30D | -13.5% | 0.0% | -13.5% | -13.4% |
| 3M | -36.3% | -1.0% | -35.4% | -36.8% |
| 6M | +17.8% | +1.0% | +16.8% | +16.5% |
| YTD | +29.6% | +15.1% | +14.5% | +30.8% |
| 1Y | +45.8% | +17.6% | +28.2% | +58.5% |
| All | +45.8% | +18.2% | +27.6% | +58.5% |
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