+6,371.5%
SO vs EVRG
+2,249.8%
+4,121.7%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | +0.8% | +2.5% | -1.7% | -0.4% |
| 30D | +7.8% | +8.4% | -0.6% | +3.6% |
| 3M | +2.9% | +8.6% | -5.7% | -1.1% |
| 6M | +2.5% | +7.7% | -5.2% | -1.1% |
| YTD | +10.3% | +25.0% | -14.7% | -1.1% |
| 1Y | +6.4% | +18.7% | -12.4% | -2.2% |
| 3Y | +52.8% | +102.1% | -49.3% | +8.6% |
| 5Y | +78.7% | +66.8% | +11.8% | +39.5% |
| 10Y | +196.3% | +123.5% | +72.8% | +103.3% |
| All | +6,371.5% | +2,249.8% | +4,121.7% | +1,737.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling