-22.1%
RMD vs EVRG
+44.9%
-67.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -4.7% | +0.6% | -5.3% | -4.9% |
| 30D | +0.2% | -0.2% | +0.5% | +0.2% |
| 3M | +12.0% | -0.5% | +12.5% | +12.0% |
| 6M | -12.5% | +0.2% | -12.7% | -12.8% |
| YTD | -7.9% | +14.9% | -22.8% | -12.6% |
| 1Y | -20.4% | +18.2% | -38.6% | -25.2% |
| 3Y | +53.1% | +70.2% | -17.1% | +25.6% |
| 5Y | -22.1% | +45.3% | -67.5% | -35.1% |
| All | -22.1% | +44.9% | -67.0% | -35.1% |
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 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