+254.8%
SPOT vs EVRG
+117.7%
+137.1%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.7% |
| 7D | -2.9% | +0.9% | -3.7% | -3.0% |
| 30D | +8.3% | -0.5% | +8.8% | +8.3% |
| 3M | +5.1% | +1.5% | +3.6% | +4.8% |
| 6M | -6.5% | +1.2% | -7.6% | -6.7% |
| YTD | -9.0% | +16.3% | -25.3% | -11.0% |
| 1Y | -26.4% | +20.3% | -46.7% | -28.4% |
| 3Y | +240.0% | +72.3% | +167.7% | +213.5% |
| 5Y | +111.7% | +46.7% | +65.0% | +99.2% |
| All | +254.8% | +117.7% | +137.1% | +259.3% |
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