-79.9%
SPXU vs EVRG
+72.5%
-152.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.3% | -2.7% | -2.3% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | +4.2% | -1.2% | +5.4% | +3.7% |
| 3M | -9.3% | -0.6% | -8.6% | -9.3% |
| 6M | -30.7% | +2.4% | -33.1% | -29.7% |
| YTD | -28.1% | +15.5% | -43.6% | -22.3% |
| 1Y | -35.2% | +16.8% | -52.1% | -29.4% |
| 3Y | -79.9% | +75.0% | -154.9% | -72.0% |
| All | -79.9% | +72.5% | -152.5% | -72.0% |
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