+1,569.6%
QQQ vs EVRG
+957.8%
+611.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -0.9% | -0.4% |
| 7D | +1.5% | +0.9% | +0.6% | +1.2% |
| 30D | -0.6% | -0.5% | -0.1% | -0.5% |
| 3M | +0.4% | +1.5% | -1.1% | -0.3% |
| 6M | +20.1% | +1.2% | +18.9% | +19.0% |
| YTD | +17.2% | +16.3% | +0.9% | +10.3% |
| 1Y | +24.7% | +20.3% | +4.4% | +15.7% |
| 3Y | +96.2% | +72.3% | +23.9% | +57.4% |
| 5Y | +94.4% | +46.7% | +47.7% | +64.1% |
| 10Y | +556.7% | +113.8% | +442.9% | +361.9% |
| All | +1,569.6% | +957.8% | +611.8% | +485.8% |
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