-75.4%
QS vs EVRG
+45.7%
-121.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | -5.0% | -0.7% | -4.3% | -4.7% |
| 30D | -18.3% | 0.0% | -18.3% | -18.3% |
| 3M | -26.0% | -1.0% | -25.0% | -26.2% |
| 6M | -24.0% | +1.0% | -25.0% | -25.0% |
| YTD | -50.3% | +15.1% | -65.4% | -53.5% |
| 1Y | -38.0% | +17.6% | -55.5% | -42.6% |
| 3Y | -24.6% | +70.5% | -95.1% | -44.4% |
| 5Y | -75.4% | +48.9% | -124.3% | -78.8% |
| All | -75.4% | +45.7% | -121.1% | -78.8% |
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 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