+106.9%
SPG vs EVRG
+49.3%
+57.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.9% | +0.3% | +0.7% |
| 7D | 0.0% | +0.9% | -0.9% | -0.4% |
| 30D | -4.9% | -0.5% | -4.4% | -4.7% |
| 3M | +3.3% | +1.5% | +1.8% | +2.5% |
| 6M | +11.2% | +1.2% | +10.1% | +10.4% |
| YTD | +17.1% | +16.3% | +0.7% | +7.7% |
| 1Y | +21.6% | +20.3% | +1.3% | +9.6% |
| 3Y | +111.9% | +72.3% | +39.6% | +55.7% |
| 5Y | +106.9% | +46.7% | +60.2% | +62.3% |
| All | +106.9% | +49.3% | +57.6% | +62.3% |
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 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