+45.3%
EVRG vs SBAC
-44.9%
+90.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -0.9% |
| 7D | +0.6% | +0.2% | +0.4% | +0.5% |
| 30D | -0.2% | +3.9% | -4.1% | -1.4% |
| 3M | -0.5% | -8.2% | +7.7% | +1.8% |
| 6M | +0.2% | -2.8% | +3.0% | 0.0% |
| YTD | +14.9% | -1.5% | +16.4% | +13.9% |
| 1Y | +18.2% | 0.0% | +18.2% | +16.4% |
| 3Y | +70.2% | -8.4% | +78.6% | +69.8% |
| 5Y | +45.3% | -43.5% | +88.9% | +67.2% |
| All | +45.3% | -44.9% | +90.3% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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