+48,791.7%
SMTC vs EVRG
+2,261.5%
+46,530.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.6% | -4.6% | -4.3% |
| 7D | +11.0% | +1.4% | +9.6% | +10.4% |
| 30D | -28.5% | +7.4% | -35.9% | -30.9% |
| 3M | -14.2% | +7.2% | -21.4% | -17.0% |
| 6M | -18.0% | +9.5% | -27.5% | -21.7% |
| YTD | +55.5% | +25.6% | +29.9% | +40.2% |
| 1Y | +69.5% | +20.4% | +49.2% | +55.5% |
| 3Y | +699.7% | +108.8% | +590.8% | +473.6% |
| 5Y | +27.4% | +68.0% | -40.6% | -1.1% |
| 10Y | +335.7% | +124.6% | +211.1% | +188.3% |
| All | +48,791.7% | +2,261.5% | +46,530.2% | +9,648.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling