+449.1%
SN vs EVRG
+67.2%
+381.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +3.5% | +2.5% | +1.0% | +3.0% |
| 30D | +19.4% | +8.4% | +11.1% | +17.7% |
| 3M | +20.9% | +8.6% | +12.3% | +19.0% |
| 6M | +111.1% | +7.7% | +103.5% | +108.0% |
| YTD | +102.8% | +25.0% | +77.8% | +93.2% |
| 1Y | +146.2% | +18.7% | +127.4% | +136.9% |
| 3Y | +441.4% | +102.1% | +339.4% | +328.6% |
| All | +449.1% | +67.2% | +381.9% | +472.2% |
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