+50.3%
RMD vs EVRG
+73.8%
-23.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.4% |
| 7D | -4.5% | +0.9% | -5.3% | -4.7% |
| 30D | +4.6% | -0.5% | +5.1% | +4.7% |
| 3M | +14.8% | +1.5% | +13.3% | +14.1% |
| 6M | -12.1% | +1.2% | -13.2% | -12.5% |
| YTD | -7.5% | +16.3% | -23.8% | -11.5% |
| 1Y | -20.1% | +20.3% | -40.3% | -24.3% |
| All | +50.3% | +73.8% | -23.6% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling