+42.0%
SOFI vs EVRG
+83.8%
-41.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.5% | -3.5% |
| 7D | -2.9% | +0.6% | -3.4% | -2.9% |
| 30D | -4.4% | -0.2% | -4.1% | -4.4% |
| 3M | +5.2% | -0.5% | +5.7% | +5.1% |
| 6M | -7.8% | +0.2% | -8.0% | -8.1% |
| YTD | -33.8% | +14.9% | -48.7% | -36.4% |
| 1Y | -33.3% | +18.2% | -51.5% | -36.3% |
| 3Y | +102.7% | +70.2% | +32.5% | +76.6% |
| 5Y | +10.5% | +45.3% | -34.9% | -5.0% |
| All | +42.0% | +83.8% | -41.7% | +80.6% |
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 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