-35.9%
RUN vs EVRG
+71.7%
-107.5%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.3% | -3.5% |
| 7D | -1.8% | +0.6% | -2.3% | -2.2% |
| 30D | -10.8% | -0.2% | -10.6% | -10.7% |
| 3M | -30.2% | -0.5% | -29.7% | -30.4% |
| 6M | -22.3% | +0.2% | -22.5% | -23.4% |
| YTD | -52.2% | +14.9% | -67.1% | -59.3% |
| 1Y | -45.1% | +18.2% | -63.3% | -55.0% |
| All | -35.9% | +71.7% | -107.5% | -76.7% |
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 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