+146.9%
SMTC vs EVRG
+17.4%
+129.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.5% | +9.7% | +9.3% |
| 7D | +12.7% | +1.1% | +11.6% | +12.4% |
| 30D | +22.0% | -1.0% | +23.0% | +22.2% |
| 3M | -12.7% | +0.4% | -13.1% | -13.8% |
| 6M | +64.8% | -0.8% | +65.6% | +62.2% |
| YTD | +100.7% | +15.3% | +85.4% | +99.0% |
| 1Y | +146.9% | +17.9% | +129.0% | +136.9% |
| All | +146.9% | +17.4% | +129.5% | +136.9% |
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