+269.3%
ZBH vs EVRG
+1,252.4%
-983.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +0.9% | -4.8% | -4.2% |
| 7D | -5.2% | +0.9% | -6.1% | -5.5% |
| 30D | -2.4% | -0.5% | -1.9% | -2.3% |
| 3M | +8.3% | +1.5% | +6.7% | +7.6% |
| 6M | +0.7% | +1.2% | -0.5% | +0.1% |
| YTD | +5.3% | +16.3% | -11.0% | -0.1% |
| 1Y | -9.1% | +20.3% | -29.3% | -14.8% |
| 3Y | -19.7% | +72.3% | -92.0% | -33.7% |
| 5Y | -31.3% | +46.7% | -78.0% | -40.7% |
| 10Y | -18.9% | +113.8% | -132.7% | -39.5% |
| All | +269.3% | +1,252.4% | -983.1% | +82.1% |
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