+234.1%
TER vs EVRG
+19.4%
+214.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.2% | +4.4% | +2.8% |
| 7D | +12.4% | +0.6% | +11.8% | +12.5% |
| 30D | +5.1% | -0.2% | +5.4% | +5.1% |
| 3M | +4.0% | -0.5% | +4.4% | +3.0% |
| 6M | +29.5% | +0.2% | +29.4% | +28.1% |
| YTD | +98.5% | +14.9% | +83.6% | +101.8% |
| 1Y | +234.1% | +18.2% | +215.9% | +260.8% |
| All | +234.1% | +19.4% | +214.7% | +260.8% |
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