-70.8%
OPEN vs EVRG
+74.8%
-145.7%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -4.3% | +1.1% | -5.4% | -4.7% |
| 30D | -16.2% | -1.0% | -15.2% | -16.0% |
| 3M | -36.4% | +0.4% | -36.8% | -36.8% |
| 6M | -35.5% | -0.8% | -34.6% | -35.8% |
| YTD | -46.0% | +15.3% | -61.3% | -49.8% |
| 1Y | -47.1% | +17.9% | -65.0% | -51.0% |
| 3Y | -19.0% | +71.9% | -91.0% | -35.1% |
| 5Y | -83.6% | +45.3% | -128.8% | -86.6% |
| All | -70.8% | +74.8% | -145.7% | -74.5% |
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 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