+494.0%
TEAM vs EVRG
+113.2%
+380.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.9% | +1.0% |
| 7D | -7.8% | -0.7% | -7.1% | -7.7% |
| 30D | +16.5% | 0.0% | +16.5% | +16.5% |
| 3M | +96.2% | -1.0% | +97.1% | +96.2% |
| 6M | +130.2% | +1.0% | +129.2% | +128.6% |
| YTD | +10.7% | +15.1% | -4.3% | +6.5% |
| 1Y | +3.0% | +17.6% | -14.6% | -1.5% |
| 3Y | -13.1% | +70.5% | -83.6% | -24.7% |
| 5Y | -52.7% | +48.9% | -101.6% | -57.9% |
| All | +494.0% | +113.2% | +380.8% | +383.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling