+165.5%
SITM vs EVRG
+17.4%
+148.1%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.5% | +7.0% | +6.5% |
| 7D | +9.7% | +1.1% | +8.6% | +9.7% |
| 30D | +12.7% | -1.0% | +13.7% | +12.7% |
| 3M | -13.4% | +0.4% | -13.8% | -14.8% |
| 6M | +59.6% | -0.8% | +60.5% | +54.7% |
| YTD | +73.3% | +15.3% | +58.0% | +83.5% |
| 1Y | +165.5% | +17.9% | +147.7% | +201.3% |
| All | +165.5% | +17.4% | +148.1% | +201.3% |
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