-65.4%
TEAM vs EVRG
+66.7%
-132.1%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.6% | -2.1% | -1.6% |
| 7D | -2.4% | +1.4% | -3.8% | -2.6% |
| 30D | -26.7% | +7.4% | -34.1% | -27.4% |
| 3M | -9.6% | +7.2% | -16.9% | -10.5% |
| 6M | +86.0% | +9.5% | +76.6% | +83.0% |
| YTD | -7.5% | +25.6% | -33.1% | -12.9% |
| 1Y | -1.4% | +20.4% | -21.7% | -6.0% |
| 3Y | -14.3% | +108.8% | -123.1% | -34.2% |
| All | -65.4% | +66.7% | -132.1% | -70.6% |
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