+576.6%
SPMO vs EVRG
+210.3%
+366.3%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | +3.4% | +0.9% | +2.5% | +3.1% |
| 30D | +0.5% | -0.5% | +1.1% | +0.7% |
| 3M | +1.9% | +1.5% | +0.4% | +1.2% |
| 6M | +27.8% | +1.2% | +26.7% | +26.7% |
| YTD | +26.7% | +16.3% | +10.3% | +19.5% |
| 1Y | +28.9% | +20.3% | +8.6% | +20.1% |
| 3Y | +160.7% | +72.3% | +88.4% | +111.2% |
| 5Y | +150.2% | +46.7% | +103.5% | +113.6% |
| 10Y | +517.5% | +113.8% | +403.7% | +372.4% |
| All | +576.6% | +210.3% | +366.3% | +409.6% |
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