-11.8%
SONY vs EVRG
+17.4%
-29.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.6% |
| 7D | -1.2% | +1.1% | -2.3% | -1.2% |
| 30D | +9.4% | -1.0% | +10.5% | +9.5% |
| 3M | +10.5% | +0.4% | +10.1% | +10.0% |
| 6M | +11.7% | -0.8% | +12.5% | +11.5% |
| YTD | -4.1% | +15.3% | -19.4% | -7.1% |
| 1Y | -11.8% | +17.9% | -29.7% | -6.6% |
| All | -11.8% | +17.4% | -29.2% | -6.6% |
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 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