+14,712.9%
SPGI vs EVRG
+2,240.5%
+12,472.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.5% |
| 7D | -0.9% | +1.7% | -2.5% | -1.5% |
| 30D | +15.5% | +8.7% | +6.8% | +11.9% |
| 3M | +15.7% | +6.4% | +9.3% | +12.9% |
| 6M | +19.1% | +9.4% | +9.7% | +14.9% |
| YTD | -4.1% | +24.5% | -28.5% | -12.2% |
| 1Y | +1.2% | +20.5% | -19.3% | -6.3% |
| 3Y | +31.6% | +101.6% | -70.0% | -0.3% |
| 5Y | +12.4% | +67.5% | -55.0% | -9.1% |
| 10Y | +334.3% | +122.3% | +212.0% | +206.7% |
| All | +14,712.9% | +2,240.5% | +12,472.4% | +5,910.5% |
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