+199.8%
TER vs EVRG
+17.4%
+182.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.3% |
| 7D | +0.6% | +1.1% | -0.5% | +0.9% |
| 30D | -8.3% | -1.0% | -7.3% | -8.5% |
| 3M | -12.2% | +0.4% | -12.7% | -13.1% |
| 6M | +17.0% | -0.8% | +17.9% | +15.6% |
| YTD | +84.6% | +15.3% | +69.3% | +87.4% |
| 1Y | +199.8% | +17.9% | +181.9% | +213.0% |
| All | +199.8% | +17.4% | +182.4% | +213.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling