+423.9%
ZBRA vs EVRG
+113.9%
+309.9%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -7.4% | -1.2% | -6.2% | -7.0% |
| 3M | +57.5% | -0.6% | +58.1% | +57.6% |
| 6M | +64.0% | +2.4% | +61.5% | +61.5% |
| YTD | +44.3% | +15.5% | +28.8% | +34.7% |
| 1Y | +10.9% | +16.8% | -6.0% | +2.8% |
| 3Y | +37.5% | +75.0% | -37.5% | +5.4% |
| 5Y | -39.7% | +49.3% | -89.0% | -50.6% |
| All | +423.9% | +113.9% | +309.9% | +259.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling