+41,132.7%
RMD vs EVRG
+1,064.7%
+40,068.0%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | -5.0% | +1.1% | -6.1% | -5.4% |
| 30D | +2.2% | -1.0% | +3.2% | +2.5% |
| 3M | +17.8% | +0.4% | +17.4% | +17.5% |
| 6M | -11.3% | -0.8% | -10.5% | -11.3% |
| YTD | -4.4% | +15.3% | -19.8% | -9.7% |
| 1Y | -15.7% | +17.9% | -33.6% | -21.1% |
| 3Y | +47.7% | +71.9% | -24.2% | +19.3% |
| 5Y | -19.2% | +45.3% | -64.5% | -31.2% |
| 10Y | +280.4% | +113.1% | +167.3% | +176.1% |
| All | +41,132.7% | +1,064.7% | +40,068.0% | +16,416.4% |
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