+3.5%
SNOW vs EVRG
+45.7%
-42.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -7.5% | -0.7% | -6.8% | -7.5% |
| 30D | -1.3% | 0.0% | -1.3% | -1.3% |
| 3M | +37.4% | -1.0% | +38.4% | +37.4% |
| 6M | +88.1% | +1.0% | +87.1% | +87.4% |
| YTD | +50.3% | +15.1% | +35.2% | +47.1% |
| 1Y | +46.0% | +17.6% | +28.4% | +42.3% |
| 3Y | +98.7% | +70.5% | +28.2% | +82.4% |
| 5Y | +3.5% | +48.9% | -45.4% | -5.6% |
| All | +3.5% | +45.7% | -42.1% | -5.6% |
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