+17.5%
SNPS vs EVRG
+46.7%
-29.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.5% |
| 7D | -5.5% | +0.9% | -6.4% | -5.6% |
| 30D | -5.8% | -0.5% | -5.2% | -5.7% |
| 3M | -17.2% | +1.5% | -18.7% | -17.4% |
| 6M | -10.4% | +1.2% | -11.5% | -10.6% |
| YTD | -16.5% | +16.3% | -32.9% | -18.3% |
| 1Y | -35.6% | +20.3% | -55.9% | -37.5% |
| 3Y | -14.6% | +72.3% | -86.9% | -22.5% |
| All | +17.5% | +46.7% | -29.2% | +6.6% |
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