+572.1%
SNPS vs EVRG
+113.2%
+458.9%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | -4.6% | -0.7% | -3.9% | -4.4% |
| 30D | -3.3% | 0.0% | -3.4% | -3.4% |
| 3M | -13.8% | -1.0% | -12.8% | -13.7% |
| 6M | -8.2% | +1.0% | -9.2% | -8.8% |
| YTD | -15.4% | +15.1% | -30.5% | -19.4% |
| 1Y | +2.4% | +17.6% | -15.2% | -3.2% |
| 3Y | -13.5% | +70.5% | -84.0% | -28.5% |
| 5Y | +19.5% | +48.9% | -29.4% | +2.8% |
| All | +572.1% | +113.2% | +458.9% | +403.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling