+15.7%
RF vs EVRG
+18.5%
-2.8%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.3% |
| 7D | +2.7% | +0.9% | +1.8% | +2.5% |
| 30D | -3.4% | -0.5% | -2.8% | -3.3% |
| 3M | +6.4% | +1.5% | +4.8% | +6.2% |
| 6M | +13.4% | +1.2% | +12.2% | +13.3% |
| YTD | +14.2% | +16.3% | -2.1% | +13.1% |
| 1Y | +15.7% | +20.3% | -4.6% | +15.1% |
| All | +15.7% | +18.5% | -2.8% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling