+32.1%
SOLS vs EVRG
+7.7%
+24.4%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.3% | +4.0% |
| 7D | +0.3% | +1.1% | -0.8% | 0.0% |
| 30D | +2.1% | -1.0% | +3.1% | +2.4% |
| 3M | -24.1% | +0.4% | -24.6% | -24.0% |
| 6M | -15.0% | -0.8% | -14.1% | -14.7% |
| YTD | +31.6% | +15.3% | +16.3% | +25.7% |
| All | +32.1% | +7.7% | +24.4% | +27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling