+230.9%
SPOT vs EVRG
+72.0%
+159.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -6.9% | -0.7% | -6.2% | -6.9% |
| 30D | +4.1% | 0.0% | +4.1% | +4.2% |
| 3M | +3.7% | -1.0% | +4.7% | +3.7% |
| 6M | -1.6% | +1.0% | -2.6% | -1.6% |
| YTD | -10.2% | +15.1% | -25.2% | -9.9% |
| 1Y | -25.9% | +17.6% | -43.5% | -25.6% |
| All | +230.9% | +72.0% | +159.0% | +242.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling