-41.8%
SIRI vs EVRG
+48.0%
-89.8%
-73.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.8% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +2.5% | -1.2% | +3.7% | +2.9% |
| 3M | +6.6% | -0.6% | +7.2% | +6.6% |
| 6M | +32.9% | +2.4% | +30.4% | +30.9% |
| YTD | +50.5% | +15.5% | +35.0% | +40.6% |
| 1Y | +28.0% | +16.8% | +11.1% | +19.1% |
| 3Y | -22.4% | +75.0% | -97.4% | -40.5% |
| All | -41.8% | +48.0% | -89.8% | -52.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling