+689.9%
SEI vs EVRG
+120.9%
+568.9%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -1.2% | +7.0% | +6.3% |
| 7D | +28.2% | +0.6% | +27.7% | +27.9% |
| 30D | +15.5% | -0.2% | +15.7% | +15.6% |
| 3M | -1.4% | -0.5% | -0.9% | -1.6% |
| 6M | +37.4% | +0.2% | +37.2% | +36.1% |
| YTD | +47.8% | +14.9% | +32.9% | +37.7% |
| 1Y | +174.3% | +18.2% | +156.1% | +151.5% |
| 3Y | +598.5% | +70.2% | +528.3% | +436.0% |
| 5Y | +1,026.2% | +45.3% | +980.9% | +821.0% |
| All | +689.9% | +120.9% | +568.9% | +558.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling