+66.8%
EVRG vs SPY
+74.6%
-7.8%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | +2.5% | -0.9% | +3.4% | +2.7% |
| 30D | +8.4% | -2.4% | +10.7% | +9.1% |
| 3M | +8.6% | -1.2% | +9.7% | +8.8% |
| 6M | +7.7% | +3.3% | +4.4% | +6.2% |
| YTD | +25.0% | +12.3% | +12.7% | +19.4% |
| 1Y | +18.7% | +12.4% | +6.3% | +13.3% |
| 3Y | +102.1% | +78.8% | +23.3% | +55.1% |
| 5Y | +66.8% | +75.2% | -8.3% | +25.5% |
| All | +66.8% | +74.6% | -7.8% | +25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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