+596.1%
SMTC vs EVRG
+73.8%
+522.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | +0.9% | +9.1% | +9.6% |
| 7D | +22.9% | +0.9% | +22.1% | +22.5% |
| 30D | +16.6% | -0.5% | +17.2% | +16.9% |
| 3M | +2.4% | +1.5% | +0.9% | +1.3% |
| 6M | +98.3% | +1.2% | +97.1% | +96.4% |
| YTD | +120.7% | +16.3% | +104.4% | +107.2% |
| 1Y | +168.3% | +20.3% | +148.0% | +147.7% |
| All | +596.1% | +73.8% | +522.3% | +405.6% |
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