+82.6%
SMR vs EVRG
+71.7%
+10.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.6% |
| 7D | +13.1% | +0.6% | +12.5% | +12.8% |
| 30D | +17.8% | -0.2% | +18.0% | +17.7% |
| 3M | +8.1% | -0.5% | +8.6% | +7.2% |
| 6M | -11.1% | +0.2% | -11.3% | -12.9% |
| YTD | -23.7% | +14.9% | -38.6% | -34.5% |
| 1Y | -69.4% | +18.2% | -87.6% | -74.5% |
| All | +82.6% | +71.7% | +10.9% | -21.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling