+27.6%
SOLS vs EVRG
+7.5%
+20.1%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | +0.3% | -0.7% | +1.0% | +0.5% |
| 30D | +0.9% | 0.0% | +0.9% | +0.8% |
| 3M | -20.7% | -1.0% | -19.7% | -20.1% |
| 6M | -17.7% | +1.0% | -18.7% | -17.7% |
| YTD | +27.1% | +15.1% | +12.0% | +21.5% |
| All | +27.6% | +7.5% | +20.1% | +22.8% |
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