+1,537.1%
SOXX vs EVRG
+113.9%
+1,423.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.5% | +1.8% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | -3.6% | -1.2% | -2.4% | -3.3% |
| 3M | -10.2% | -0.6% | -9.5% | -10.3% |
| 6M | +54.2% | +2.4% | +51.8% | +52.1% |
| YTD | +75.2% | +15.5% | +59.8% | +65.7% |
| 1Y | +107.5% | +16.8% | +90.7% | +95.2% |
| 3Y | +226.8% | +75.0% | +151.8% | +161.9% |
| 5Y | +251.2% | +49.3% | +201.9% | +196.9% |
| All | +1,537.1% | +113.9% | +1,423.2% | +1,149.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling