-49.3%
SOUN vs EVRG
+17.4%
-66.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | -0.2% |
| 7D | -5.2% | +1.1% | -6.3% | -4.7% |
| 30D | +4.8% | -1.0% | +5.8% | +4.3% |
| 3M | -15.9% | +0.4% | -16.3% | -15.7% |
| 6M | -17.4% | -0.8% | -16.6% | -17.7% |
| YTD | -32.4% | +15.3% | -47.7% | -31.6% |
| 1Y | -49.3% | +17.9% | -67.2% | -41.0% |
| All | -49.3% | +17.4% | -66.7% | -41.0% |
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