+42.0%
SOFI vs EVRG
+84.7%
-42.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.6% |
| 7D | -4.9% | +0.1% | -5.0% | -5.0% |
| 30D | -3.5% | -1.2% | -2.2% | -3.3% |
| 3M | +3.9% | -0.6% | +4.5% | +3.9% |
| 6M | -6.5% | +2.4% | -9.0% | -7.4% |
| YTD | -33.8% | +15.5% | -49.3% | -36.5% |
| 1Y | -33.3% | +16.8% | -50.1% | -36.1% |
| 3Y | +94.6% | +75.0% | +19.6% | +69.1% |
| 5Y | +13.3% | +49.3% | -36.1% | -0.2% |
| All | +42.0% | +84.7% | -42.7% | +80.3% |
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 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