-14.6%
TEAM vs EVRG
+72.7%
-87.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.9% | -7.8% | -6.9% |
| 7D | -5.7% | +0.9% | -6.6% | -5.6% |
| 30D | +18.3% | -0.5% | +18.9% | +18.3% |
| 3M | +80.2% | +1.5% | +78.7% | +80.3% |
| 6M | +111.0% | +1.2% | +109.8% | +111.2% |
| YTD | +8.8% | +16.3% | -7.5% | +6.7% |
| 1Y | +2.2% | +20.3% | -18.1% | -0.7% |
| 3Y | -14.6% | +72.3% | -86.9% | -27.9% |
| All | -14.6% | +72.7% | -87.3% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling