+14,183.4%
TER vs EVRG
+2,068.9%
+12,114.5%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.5% | +6.0% | +5.7% |
| 7D | +0.6% | +1.1% | -0.5% | +0.1% |
| 30D | -8.3% | -1.0% | -7.3% | -7.9% |
| 3M | -12.2% | +0.4% | -12.6% | -13.0% |
| 6M | +17.1% | -0.8% | +17.9% | +16.6% |
| YTD | +84.7% | +15.3% | +69.3% | +72.0% |
| 1Y | +199.9% | +17.9% | +182.0% | +175.8% |
| 3Y | +232.8% | +71.9% | +160.8% | +153.1% |
| 5Y | +198.6% | +45.3% | +153.3% | +142.6% |
| 10Y | +1,669.7% | +113.1% | +1,556.7% | +1,042.8% |
| All | +14,183.4% | +2,068.9% | +12,114.5% | +3,727.1% |
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