+2,320.2%
VALE vs EVRG
+1,279.3%
+1,040.9%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.4% |
| 7D | +2.9% | +0.9% | +2.0% | +2.4% |
| 30D | +8.8% | -0.5% | +9.3% | +8.9% |
| 3M | +6.8% | +1.5% | +5.3% | +5.5% |
| 6M | +6.9% | +1.2% | +5.7% | +5.6% |
| YTD | +22.8% | +16.3% | +6.5% | +12.0% |
| 1Y | +61.3% | +20.3% | +41.0% | +44.0% |
| 3Y | +53.3% | +72.3% | -19.0% | +9.8% |
| 5Y | +44.9% | +46.7% | -1.8% | +10.9% |
| 10Y | +486.8% | +113.8% | +373.0% | +222.8% |
| All | +2,320.2% | +1,279.3% | +1,040.9% | +426.7% |
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