+360.5%
SOXX vs EVRG
+15.1%
+345.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.2% |
| 7D | +158.9% | +2.3% | +156.6% | +161.0% |
| 30D | +129.2% | +9.0% | +120.2% | +136.0% |
| 3M | +149.7% | +3.7% | +146.0% | +153.1% |
| 6M | +193.4% | +6.8% | +186.6% | +199.3% |
| YTD | +351.0% | +21.9% | +329.1% | +347.2% |
| 1Y | +360.5% | +15.8% | +344.7% | +369.3% |
| All | +360.5% | +15.1% | +345.4% | +369.3% |
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