-18.0%
SMTC vs EVRG
+9.2%
-27.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.6% | -3.8% |
| 7D | +11.0% | +1.4% | +9.6% | +11.7% |
| 30D | -28.5% | +7.4% | -35.9% | -26.9% |
| 3M | -14.2% | +7.2% | -21.4% | -13.2% |
| 6M | -18.0% | +9.5% | -27.5% | -18.6% |
| All | -18.0% | +9.2% | -27.2% | -18.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling