-68.3%
U vs EVRG
+44.9%
-113.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +4.4% | +0.6% | +3.8% | +4.3% |
| 30D | -1.3% | -0.2% | -1.1% | -1.3% |
| 3M | +49.6% | -0.5% | +50.0% | +49.4% |
| 6M | +100.2% | +0.2% | +100.0% | +99.2% |
| YTD | -3.7% | +14.9% | -18.6% | -8.5% |
| 1Y | -6.5% | +18.2% | -24.7% | -12.4% |
| 3Y | +12.9% | +70.2% | -57.3% | -9.9% |
| 5Y | -68.3% | +45.3% | -113.6% | -73.2% |
| All | -68.3% | +44.9% | -113.2% | -73.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling