+617.4%
RVMD vs EVRG
+50.5%
+566.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.1% | -1.6% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | +1.1% | -0.5% | +1.6% | +1.2% |
| 3M | +39.6% | +1.5% | +38.1% | +38.7% |
| 6M | +110.7% | +1.2% | +109.5% | +108.6% |
| YTD | +160.3% | +16.3% | +144.0% | +143.5% |
| 1Y | +404.9% | +20.3% | +384.7% | +366.5% |
| 3Y | +545.5% | +72.3% | +473.1% | +414.9% |
| 5Y | +584.7% | +46.7% | +538.0% | +473.3% |
| All | +617.4% | +50.5% | +566.9% | +523.7% |
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 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