+517.6%
SPMO vs EVRG
+113.9%
+403.7%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | -1.9% | -1.2% | -0.7% | -1.5% |
| 3M | -1.4% | -0.6% | -0.7% | -1.4% |
| 6M | +25.5% | +2.4% | +23.1% | +23.8% |
| YTD | +24.8% | +15.5% | +9.4% | +17.7% |
| 1Y | +24.5% | +16.8% | +7.7% | +16.6% |
| 3Y | +157.1% | +75.0% | +82.1% | +103.9% |
| 5Y | +149.5% | +49.3% | +100.2% | +108.9% |
| All | +517.6% | +113.9% | +403.7% | +356.2% |
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