+12.8%
TEAM vs EVRG
+17.4%
-4.7%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -3.0% |
| 7D | -0.4% | +1.1% | -1.5% | +0.4% |
| 30D | +67.3% | -1.0% | +68.3% | +65.7% |
| 3M | +86.8% | +0.4% | +86.4% | +88.3% |
| 6M | +146.8% | -0.8% | +147.7% | +149.5% |
| YTD | +16.9% | +15.3% | +1.6% | +26.2% |
| 1Y | +12.8% | +17.9% | -5.1% | +24.4% |
| All | +12.8% | +17.4% | -4.7% | +24.4% |
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