+19.7%
EVRG vs SM
+45.2%
-25.5%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.6% | -2.8% | +1.0% |
| 7D | +0.9% | -0.2% | +1.0% | +0.9% |
| 30D | -0.5% | +31.5% | -32.1% | +0.4% |
| 3M | +1.5% | +17.3% | -15.8% | +2.0% |
| 6M | +1.2% | +48.5% | -47.4% | +2.9% |
| YTD | +16.3% | +106.3% | -89.9% | +18.9% |
| All | +19.7% | +45.2% | -25.5% | +20.6% |
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