+8.2%
SEI vs EVRG
+15.1%
-6.9%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | +0.9% | -17.8% | -16.5% |
| 7D | -16.4% | +2.3% | -18.8% | -15.7% |
| 30D | -22.9% | +9.0% | -31.9% | -21.1% |
| 3M | -0.3% | +3.7% | -4.0% | +0.9% |
| 6M | -22.3% | +6.8% | -29.1% | -21.0% |
| YTD | +26.2% | +21.9% | +4.2% | +31.2% |
| 1Y | +8.2% | +15.8% | -7.6% | +12.6% |
| All | +8.2% | +15.1% | -6.9% | +12.6% |
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