-16.3%
SOUN vs EVRG
+40.2%
-56.5%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -6.8% | -0.7% | -6.1% | -6.9% |
| 30D | -15.2% | 0.0% | -15.3% | -15.2% |
| 3M | -7.0% | -1.0% | -6.0% | -7.1% |
| 6M | -20.5% | +1.0% | -21.5% | -20.4% |
| YTD | -37.0% | +15.1% | -52.1% | -36.7% |
| 1Y | -55.3% | +17.6% | -72.9% | -55.0% |
| 3Y | +173.0% | +70.5% | +102.6% | +172.6% |
| All | -16.3% | +40.2% | -56.5% | -3.8% |
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