+235.5%
SIMO vs EVRG
+19.4%
+216.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.2% | +3.3% | +1.7% |
| 7D | +14.5% | +0.6% | +14.0% | +14.7% |
| 30D | +20.4% | -0.2% | +20.7% | +20.3% |
| 3M | +7.1% | -0.5% | +7.6% | +6.8% |
| 6M | +129.2% | +0.2% | +129.1% | +130.7% |
| YTD | +201.9% | +14.9% | +187.1% | +202.4% |
| 1Y | +235.5% | +18.2% | +217.3% | +254.9% |
| All | +235.5% | +19.4% | +216.1% | +254.9% |
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