+56.5%
RSG vs EVRG
+72.5%
-16.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.4% | +0.6% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | +4.0% | -1.2% | +5.2% | +4.4% |
| 3M | +7.4% | -0.6% | +8.0% | +7.6% |
| 6M | +0.1% | +2.4% | -2.3% | -0.7% |
| YTD | +6.0% | +15.5% | -9.4% | +1.3% |
| 1Y | -3.0% | +16.8% | -19.8% | -7.8% |
| 3Y | +56.5% | +75.0% | -18.5% | +36.5% |
| All | +56.5% | +72.5% | -16.0% | +36.5% |
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