+46.3%
XLU vs EVRG
+72.5%
-26.3%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.6% | +0.1% | -1.7% | -1.7% |
| 30D | -3.3% | -1.2% | -2.1% | -2.4% |
| 3M | -3.2% | -0.6% | -2.5% | -2.8% |
| 6M | -7.0% | +2.4% | -9.4% | -8.7% |
| YTD | +0.6% | +15.5% | -14.8% | -9.8% |
| 1Y | +2.4% | +16.8% | -14.4% | -9.2% |
| 3Y | +46.3% | +75.0% | -28.7% | -6.3% |
| All | +46.3% | +72.5% | -26.3% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling