-57.1%
SOUN vs EVRG
+17.7%
-74.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.2% |
| 7D | -7.1% | +0.1% | -7.2% | -7.1% |
| 30D | -15.4% | -1.2% | -14.2% | -15.8% |
| 3M | -10.6% | -0.6% | -10.0% | -10.9% |
| 6M | -19.6% | +2.4% | -22.1% | -19.3% |
| YTD | -37.2% | +15.5% | -52.7% | -37.7% |
| 1Y | -57.1% | +16.8% | -73.9% | -55.7% |
| All | -57.1% | +17.7% | -74.8% | -55.7% |
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