+101,682.4%
TECH vs EVRG
+2,261.5%
+99,420.9%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.6% | -0.5% | -0.1% |
| 7D | +0.1% | +1.4% | -1.3% | -0.3% |
| 30D | +0.5% | +7.4% | -6.9% | -1.5% |
| 3M | +1.1% | +7.2% | -6.1% | -0.9% |
| 6M | +62.8% | +9.5% | +53.4% | +58.5% |
| YTD | +24.5% | +25.6% | -1.1% | +16.4% |
| 1Y | +20.6% | +20.4% | +0.3% | +14.1% |
| 3Y | +29.5% | +108.8% | -79.3% | +4.8% |
| 5Y | -40.9% | +68.0% | -108.9% | -49.5% |
| 10Y | +189.5% | +124.6% | +64.9% | +121.3% |
| All | +101,682.4% | +2,261.5% | +99,420.9% | +43,555.3% |
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