-41.7%
TECH vs EVRG
+49.3%
-91.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.0% | -0.5% |
| 7D | +0.2% | +0.9% | -0.7% | -0.2% |
| 30D | +0.1% | -0.5% | +0.7% | +0.3% |
| 3M | +37.5% | +1.5% | +36.0% | +36.6% |
| 6M | +34.6% | +1.2% | +33.4% | +33.6% |
| YTD | +23.5% | +16.3% | +7.2% | +15.5% |
| 1Y | +34.4% | +20.3% | +14.1% | +23.8% |
| 3Y | +2.3% | +72.3% | -70.0% | -20.1% |
| 5Y | -41.7% | +46.7% | -88.4% | -54.9% |
| All | -41.7% | +49.3% | -91.0% | -54.9% |
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 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