-89.0%
OPEN vs EVRG
+90.3%
-179.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.6% | -4.2% | -3.8% |
| 7D | -15.0% | +1.4% | -16.4% | -15.4% |
| 30D | -40.2% | +7.4% | -47.6% | -41.8% |
| 3M | -67.4% | +7.2% | -74.6% | -68.3% |
| 6M | -74.0% | +9.5% | -83.5% | -75.0% |
| YTD | -79.6% | +25.6% | -105.2% | -81.6% |
| 1Y | -86.1% | +20.4% | -106.4% | -87.2% |
| 3Y | -41.4% | +108.8% | -150.2% | -55.6% |
| 5Y | -94.9% | +68.0% | -162.8% | -95.8% |
| All | -89.0% | +90.3% | -179.3% | -90.7% |
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