-83.6%
OPEN vs EVRG
+49.3%
-132.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -3.1% |
| 7D | +1.0% | +0.9% | +0.1% | +0.4% |
| 30D | -11.9% | -0.5% | -11.4% | -11.8% |
| 3M | -28.8% | +1.5% | -30.3% | -30.0% |
| 6M | -38.6% | +1.2% | -39.8% | -40.1% |
| YTD | -47.3% | +16.3% | -63.7% | -54.3% |
| 1Y | -49.2% | +20.3% | -69.4% | -56.5% |
| 3Y | -18.8% | +72.3% | -91.1% | -48.2% |
| 5Y | -83.6% | +46.7% | -130.3% | -87.6% |
| All | -83.6% | +49.3% | -132.9% | -87.6% |
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