+521.7%
SONY vs EVRG
+2,087.5%
-1,565.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.1% | -4.5% |
| 7D | -5.2% | +0.9% | -6.0% | -5.4% |
| 30D | +0.3% | -0.5% | +0.8% | +0.4% |
| 3M | +6.2% | +1.5% | +4.7% | +5.5% |
| 6M | +9.5% | +1.2% | +8.4% | +8.7% |
| YTD | -8.1% | +16.3% | -24.4% | -12.8% |
| 1Y | -17.9% | +20.3% | -38.2% | -23.0% |
| 3Y | +41.5% | +72.3% | -30.8% | +17.5% |
| 5Y | +11.8% | +46.7% | -34.9% | -3.3% |
| 10Y | +275.4% | +113.8% | +161.6% | +174.3% |
| All | +521.7% | +2,087.5% | -1,565.8% | +105.1% |
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