+43.7%
REPL vs EVRG
+115.6%
-71.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.1% | -6.3% | -6.4% |
| 7D | +5.3% | +2.5% | +2.8% | +4.0% |
| 30D | +66.6% | +8.4% | +58.2% | +59.8% |
| 3M | +59.6% | +8.6% | +51.0% | +52.7% |
| 6M | +482.4% | +7.7% | +474.7% | +453.9% |
| YTD | +124.1% | +25.0% | +99.1% | +98.3% |
| 1Y | +138.6% | +18.7% | +119.8% | +117.0% |
| 3Y | +96.0% | +102.1% | -6.0% | +29.2% |
| 5Y | -35.4% | +66.8% | -102.2% | -53.2% |
| All | +43.7% | +115.6% | -71.9% | +0.8% |
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