+39.2%
S vs EVRG
+15.1%
+24.1%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +2.1% |
| 7D | -8.2% | +2.3% | -10.5% | -7.2% |
| 30D | -7.6% | +9.0% | -16.6% | -3.8% |
| 3M | +12.0% | +3.7% | +8.3% | +14.5% |
| 6M | +50.6% | +6.8% | +43.8% | +55.7% |
| YTD | +56.6% | +21.9% | +34.7% | +64.8% |
| 1Y | +39.2% | +15.8% | +23.4% | +48.4% |
| All | +39.2% | +15.1% | +24.1% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling