+209.9%
ON vs EVRG
+1,556.6%
-1,346.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.2% |
| 7D | +2.4% | +1.1% | +1.3% | +1.9% |
| 30D | -3.3% | -1.0% | -2.3% | -2.8% |
| 3M | -43.6% | +0.4% | -44.0% | -44.1% |
| 6M | +19.0% | -0.8% | +19.8% | +18.4% |
| YTD | +37.4% | +15.3% | +22.0% | +27.1% |
| 1Y | +54.8% | +17.9% | +36.9% | +41.4% |
| 3Y | -25.2% | +71.9% | -97.1% | -44.4% |
| 5Y | +62.7% | +45.3% | +17.5% | +29.7% |
| 10Y | +574.3% | +113.1% | +461.3% | +316.2% |
| All | +209.9% | +1,556.6% | -1,346.6% | -31.1% |
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