+49.6%
EVRG vs SSNC
+19.2%
+30.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +0.1% | -4.0% | +4.1% | +0.9% |
| 30D | -1.2% | +0.5% | -1.7% | -1.4% |
| 3M | -0.6% | +18.9% | -19.5% | -4.4% |
| 6M | +2.4% | +10.8% | -8.4% | -0.1% |
| YTD | +15.5% | -7.1% | +22.6% | +17.1% |
| 1Y | +16.8% | -9.6% | +26.4% | +19.2% |
| 3Y | +75.0% | +51.1% | +23.9% | +53.0% |
| All | +49.6% | +19.2% | +30.4% | +34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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