-45.9%
SE vs EVRG
+17.7%
-63.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.7% | -1.2% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -17.1% | -1.2% | -15.8% | -17.4% |
| 3M | +24.0% | -0.6% | +24.6% | +23.5% |
| 6M | +21.0% | +2.4% | +18.5% | +22.0% |
| YTD | -16.7% | +15.5% | -32.2% | -16.3% |
| 1Y | -45.9% | +16.8% | -62.8% | -44.9% |
| All | -45.9% | +17.7% | -63.7% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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