-28.7%
ZBH vs EVRG
+48.0%
-76.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.0% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | -4.5% | -1.2% | -3.3% | -4.1% |
| 3M | +7.6% | -0.6% | +8.2% | +7.8% |
| 6M | +0.3% | +2.4% | -2.2% | -0.8% |
| YTD | +4.5% | +15.5% | -10.9% | -1.3% |
| 1Y | -9.4% | +16.8% | -26.2% | -14.8% |
| 3Y | -21.5% | +75.0% | -96.5% | -37.4% |
| All | -28.7% | +48.0% | -76.7% | -41.3% |
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 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