-79.1%
SPXS vs EVRG
+72.0%
-151.0%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +6.4% | -0.7% | +7.1% | +6.1% |
| 30D | +6.0% | 0.0% | +6.0% | +6.0% |
| 3M | -11.6% | -1.0% | -10.7% | -11.8% |
| 6M | -28.7% | +1.0% | -29.7% | -28.2% |
| YTD | -26.3% | +15.1% | -41.4% | -20.6% |
| 1Y | -34.9% | +17.6% | -52.5% | -28.9% |
| All | -79.1% | +72.0% | -151.0% | -71.0% |
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