+101,626.4%
TECH vs EVRG
+2,247.9%
+99,378.5%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | +0.2% | +1.0% | -0.7% | 0.0% |
| 30D | +0.5% | +7.5% | -7.0% | -1.5% |
| 3M | +1.0% | +6.8% | -5.9% | -1.0% |
| 6M | +54.1% | +7.7% | +46.3% | +50.7% |
| YTD | +24.4% | +24.9% | -0.5% | +16.5% |
| 1Y | +19.3% | +18.1% | +1.2% | +13.5% |
| 3Y | +28.5% | +101.9% | -73.4% | +5.0% |
| 5Y | -41.0% | +67.0% | -107.9% | -49.5% |
| 10Y | +189.3% | +123.3% | +66.0% | +121.6% |
| All | +101,626.4% | +2,247.9% | +99,378.5% | +43,601.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling