+19.5%
SPG vs EVRG
+18.2%
+1.3%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -2.2% | -0.7% | -1.5% | -1.9% |
| 30D | -5.8% | 0.0% | -5.8% | -5.8% |
| 3M | -2.8% | -1.0% | -1.8% | -2.3% |
| 6M | +8.9% | +1.0% | +7.9% | +9.0% |
| YTD | +14.3% | +15.1% | -0.8% | +11.0% |
| 1Y | +19.5% | +17.6% | +1.9% | +13.0% |
| All | +19.5% | +18.2% | +1.3% | +13.0% |
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