+43.2%
TER vs EVRG
+15.1%
+28.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +0.9% | -7.7% | -6.6% |
| 7D | -19.9% | +2.3% | -22.2% | -19.4% |
| 30D | -43.5% | +9.0% | -52.5% | -42.7% |
| 3M | -37.8% | +3.7% | -41.5% | -37.2% |
| 6M | -25.6% | +6.8% | -32.4% | -26.0% |
| YTD | +29.8% | +21.9% | +7.9% | +20.9% |
| 1Y | +43.2% | +15.8% | +27.4% | +36.3% |
| All | +43.2% | +15.1% | +28.1% | +36.3% |
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 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