+8,434.7%
SHOP vs EVRG
+237.0%
+8,197.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | -5.1% | +1.1% | -6.2% | -5.4% |
| 30D | +0.6% | -1.0% | +1.6% | +0.8% |
| 3M | +25.0% | +0.4% | +24.6% | +24.6% |
| 6M | +11.9% | -0.8% | +12.8% | +11.6% |
| YTD | -9.9% | +15.3% | -25.2% | -14.4% |
| 1Y | 0.0% | +17.9% | -17.9% | -5.7% |
| 3Y | +117.5% | +71.9% | +45.6% | +81.1% |
| 5Y | -6.6% | +45.3% | -51.9% | -18.8% |
| 10Y | +3,320.3% | +113.1% | +3,207.3% | +2,649.1% |
| All | +8,434.7% | +237.0% | +8,197.7% | +6,450.2% |
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