+5,939.2%
SPG vs EVRG
+1,221.0%
+4,718.2%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.4% |
| 7D | +3.1% | +1.0% | +2.1% | +2.6% |
| 30D | +16.4% | +7.5% | +9.0% | +12.2% |
| 3M | +7.1% | +6.8% | +0.2% | +3.5% |
| 6M | +16.1% | +7.7% | +8.3% | +11.6% |
| YTD | +30.4% | +24.9% | +5.6% | +16.0% |
| 1Y | +33.0% | +18.1% | +14.9% | +21.6% |
| 3Y | +134.6% | +101.9% | +32.7% | +62.2% |
| 5Y | +84.9% | +67.0% | +17.9% | +39.5% |
| 10Y | +114.9% | +123.3% | -8.4% | +39.9% |
| All | +5,939.2% | +1,221.0% | +4,718.2% | +1,828.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling