+94.3%
EVRG vs SUI
+15.1%
+79.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.5% | +1.6% | +0.6% |
| 7D | +1.9% | +6.2% | -4.3% | -0.2% |
| 30D | +9.0% | +8.6% | +0.4% | +5.9% |
| 3M | +6.3% | +1.0% | +5.3% | +5.7% |
| 6M | +9.9% | -2.6% | +12.5% | +10.5% |
| YTD | +23.8% | -0.1% | +24.0% | +23.2% |
| 1Y | +19.9% | +0.5% | +19.4% | +19.0% |
| 3Y | +94.3% | +15.3% | +79.0% | +76.8% |
| All | +94.3% | +15.1% | +79.1% | +76.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 3y: compounded portfolio wealth divided by compounded SUI 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…
3y analysis · Full analysis span regression · 6 months rolling