-70.6%
S vs EVRG
+44.9%
-115.5%
-84.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.2% | +1.3% | +0.1% |
| 7D | -1.2% | +0.6% | -1.8% | -1.3% |
| 30D | -12.6% | -0.2% | -12.3% | -12.6% |
| 3M | +27.6% | -0.5% | +28.0% | +27.5% |
| 6M | +35.5% | +0.2% | +35.3% | +35.2% |
| YTD | +29.6% | +14.9% | +14.7% | +27.1% |
| 1Y | +8.1% | +18.2% | -10.1% | +5.5% |
| 3Y | +14.8% | +70.2% | -55.4% | +5.2% |
| 5Y | -70.6% | +45.3% | -115.9% | -75.0% |
| All | -70.6% | +44.9% | -115.5% | -75.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling