+35.8%
SNPS vs EVRG
+66.8%
-31.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.2% | +2.5% | -2.6% | -0.3% |
| 30D | -8.0% | +8.4% | -16.4% | -8.6% |
| 3M | +12.5% | +8.6% | +3.9% | +11.8% |
| 6M | -10.5% | +7.7% | -18.1% | -11.0% |
| YTD | -1.6% | +25.0% | -26.6% | -4.2% |
| 1Y | +16.8% | +18.7% | -1.9% | +14.6% |
| 3Y | -10.9% | +102.1% | -113.0% | -21.8% |
| 5Y | +35.8% | +66.8% | -31.1% | +26.4% |
| All | +35.8% | +66.8% | -31.0% | +26.4% |
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