-93.9%
OPEN vs EVRG
+66.8%
-160.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.3% |
| 7D | -31.1% | +2.5% | -33.5% | -32.3% |
| 30D | -34.7% | +8.4% | -43.1% | -38.4% |
| 3M | -61.9% | +8.6% | -70.5% | -64.2% |
| 6M | -71.9% | +7.7% | -79.5% | -73.7% |
| YTD | -76.6% | +25.0% | -101.5% | -80.9% |
| 1Y | -83.9% | +18.7% | -102.6% | -86.2% |
| 3Y | -34.4% | +102.1% | -136.4% | -63.9% |
| 5Y | -93.9% | +66.8% | -160.8% | -95.9% |
| All | -93.9% | +66.8% | -160.7% | -95.9% |
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