-73.8%
OPEN vs EVRG
+7.7%
-81.5%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.1% | -9.4% | -9.6% |
| 7D | -31.0% | +1.0% | -32.0% | -30.6% |
| 30D | -41.5% | +7.5% | -48.9% | -38.4% |
| 3M | -64.6% | +6.8% | -71.4% | -63.0% |
| 6M | -73.8% | +7.7% | -81.5% | -72.6% |
| All | -73.8% | +7.7% | -81.5% | -72.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling