+338.6%
SPGI vs EVRG
+124.9%
+213.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -1.4% | +2.5% | -3.8% | -2.4% |
| 30D | +15.3% | +8.4% | +6.9% | +11.4% |
| 3M | +16.5% | +8.6% | +7.9% | +12.5% |
| 6M | +19.8% | +7.7% | +12.2% | +16.0% |
| YTD | -3.2% | +25.0% | -28.2% | -12.6% |
| 1Y | +1.8% | +18.7% | -16.9% | -6.0% |
| 3Y | +30.6% | +102.1% | -71.5% | -4.9% |
| 5Y | +16.0% | +66.8% | -50.8% | -8.8% |
| 10Y | +338.6% | +123.5% | +215.1% | +212.0% |
| All | +338.6% | +124.9% | +213.7% | +212.0% |
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 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