+499.6%
SMTC vs EVRG
+113.2%
+386.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.0% |
| 7D | +17.5% | -0.7% | +18.2% | +17.9% |
| 30D | +21.3% | 0.0% | +21.3% | +21.4% |
| 3M | +3.1% | -1.0% | +4.1% | +3.3% |
| 6M | +81.7% | +1.0% | +80.7% | +80.6% |
| YTD | +115.9% | +15.1% | +100.9% | +102.8% |
| 1Y | +157.8% | +17.6% | +140.2% | +139.5% |
| 3Y | +557.3% | +70.5% | +486.8% | +415.5% |
| 5Y | +114.7% | +48.9% | +65.8% | +75.2% |
| All | +499.6% | +113.2% | +386.3% | +342.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling