+41.8%
VALE vs EVRG
+45.7%
-3.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | +9.7% | 0.0% | +9.7% | +9.7% |
| 3M | +5.3% | -1.0% | +6.2% | +5.4% |
| 6M | +0.5% | +1.0% | -0.4% | 0.0% |
| YTD | +20.6% | +15.1% | +5.5% | +15.2% |
| 1Y | +57.6% | +17.6% | +40.0% | +49.3% |
| 3Y | +50.6% | +70.5% | -19.9% | +25.9% |
| 5Y | +41.8% | +48.9% | -7.0% | +23.4% |
| All | +41.8% | +45.7% | -3.8% | +23.4% |
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