+273.7%
RMD vs EVRG
+113.2%
+160.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.3% | -0.2% |
| 7D | -4.2% | -0.7% | -3.5% | -3.9% |
| 30D | -2.1% | 0.0% | -2.1% | -2.2% |
| 3M | +13.8% | -1.0% | +14.7% | +14.0% |
| 6M | -10.6% | +1.0% | -11.6% | -11.4% |
| YTD | -8.1% | +15.1% | -23.2% | -14.2% |
| 1Y | -18.0% | +17.6% | -35.5% | -24.2% |
| 3Y | +52.9% | +70.5% | -17.6% | +17.7% |
| 5Y | -22.3% | +48.9% | -71.1% | -37.0% |
| All | +273.7% | +113.2% | +160.4% | +157.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling