+119.0%
SMTC vs EVRG
+44.9%
+74.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.1% | +1.2% |
| 7D | +22.5% | +0.6% | +21.9% | +22.2% |
| 30D | +24.9% | -0.2% | +25.1% | +25.0% |
| 3M | +4.1% | -0.5% | +4.5% | +3.9% |
| 6M | +92.6% | +0.2% | +92.4% | +91.8% |
| YTD | +122.5% | +14.9% | +107.6% | +111.3% |
| 1Y | +166.2% | +18.2% | +148.0% | +149.7% |
| 3Y | +577.2% | +70.2% | +507.0% | +449.0% |
| 5Y | +119.0% | +45.3% | +73.6% | +76.6% |
| All | +119.0% | +44.9% | +74.1% | +76.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling