+518.6%
RVMD vs EVRG
+72.0%
+446.7%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.1% |
| 7D | -3.6% | -0.7% | -2.9% | -3.4% |
| 30D | -1.1% | 0.0% | -1.1% | -1.1% |
| 3M | +41.0% | -1.0% | +42.0% | +41.3% |
| 6M | +105.7% | +1.0% | +104.7% | +103.4% |
| YTD | +155.3% | +15.1% | +140.2% | +134.0% |
| 1Y | +402.7% | +17.6% | +385.1% | +354.9% |
| All | +518.6% | +72.0% | +446.7% | +272.4% |
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 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