-2.7%
SMCI vs EVRG
+17.4%
-20.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.5% | +5.0% | +4.6% |
| 7D | +6.8% | +1.1% | +5.7% | +6.7% |
| 30D | +30.6% | -1.0% | +31.6% | +30.5% |
| 3M | -15.6% | +0.4% | -16.0% | -15.3% |
| 6M | +21.3% | -0.8% | +22.1% | +21.3% |
| YTD | +35.3% | +15.3% | +19.9% | +29.3% |
| 1Y | -2.7% | +17.9% | -20.6% | -4.4% |
| All | -2.7% | +17.4% | -20.2% | -4.4% |
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