+45.3%
EVRG vs SPY
+81.0%
-35.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.1% |
| 7D | +0.6% | -0.4% | +0.9% | +0.7% |
| 30D | -0.2% | -1.4% | +1.1% | +0.2% |
| 3M | -0.5% | +3.7% | -4.2% | -1.8% |
| 6M | +0.2% | +13.0% | -12.8% | -4.2% |
| YTD | +14.9% | +12.4% | +2.5% | +9.9% |
| 1Y | +18.2% | +18.5% | -0.3% | +10.8% |
| 3Y | +70.2% | +77.6% | -7.5% | +31.6% |
| 5Y | +45.3% | +81.7% | -36.3% | +7.7% |
| All | +45.3% | +81.0% | -35.6% | +7.7% |
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