+18.1%
EVRG vs SM
+78.0%
-59.9%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.2% | -5.2% | +0.1% |
| 7D | +1.0% | +10.6% | -9.6% | +1.3% |
| 30D | +7.5% | -15.0% | +22.4% | +7.1% |
| 3M | +6.8% | +1.7% | +5.2% | +7.0% |
| 6M | +7.7% | +5.9% | +1.9% | +8.2% |
| YTD | +24.9% | +79.0% | -54.1% | +25.4% |
| 1Y | +18.1% | +84.7% | -66.6% | +18.9% |
| All | +18.1% | +78.0% | -59.9% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 1y: compounded portfolio wealth divided by compounded SM 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…
1y analysis · Full analysis span regression · 6 months rolling