+0.5%
SHOP vs EVRG
+19.2%
-18.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | +0.6% |
| 7D | -1.2% | +1.4% | -2.6% | -0.3% |
| 30D | -14.7% | +7.4% | -22.1% | -10.4% |
| 3M | -7.2% | +7.2% | -14.4% | -2.8% |
| 6M | +54.2% | +9.5% | +44.7% | +64.4% |
| YTD | -8.6% | +25.6% | -34.2% | +5.3% |
| 1Y | +0.5% | +20.3% | -19.8% | +18.0% |
| All | +0.5% | +19.2% | -18.7% | +18.0% |
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