+1,992.3%
RSG vs EVRG
+686.3%
+1,306.0%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | 0.0% | +0.6% | -0.6% | -0.2% |
| 30D | +3.7% | -0.2% | +3.9% | +3.7% |
| 3M | +6.2% | -0.5% | +6.6% | +6.3% |
| 6M | -2.8% | +0.2% | -3.0% | -2.9% |
| YTD | +5.9% | +14.9% | -9.0% | +0.9% |
| 1Y | -1.8% | +18.2% | -20.0% | -7.4% |
| 3Y | +57.5% | +70.2% | -12.7% | +30.4% |
| 5Y | +91.1% | +45.3% | +45.7% | +65.9% |
| 10Y | +428.1% | +112.4% | +315.7% | +297.8% |
| All | +1,992.3% | +686.3% | +1,306.0% | +836.6% |
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