+43,271.5%
RMD vs EVRG
+1,168.2%
+42,103.3%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | +2.1% | +1.4% | +0.7% | +1.6% |
| 30D | +2.1% | +7.4% | -5.3% | -0.6% |
| 3M | +6.2% | +7.2% | -1.0% | +3.4% |
| 6M | +19.4% | +9.5% | +9.9% | +15.2% |
| YTD | +0.5% | +25.6% | -25.0% | -8.0% |
| 1Y | -3.9% | +20.4% | -24.3% | -10.7% |
| 3Y | +72.5% | +108.8% | -36.3% | +29.8% |
| 5Y | -1.5% | +68.0% | -69.5% | -20.5% |
| 10Y | +345.8% | +124.6% | +221.2% | +216.9% |
| All | +43,271.5% | +1,168.2% | +42,103.3% | +16,727.7% |
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