+13.5%
SPY vs EVRG
+19.2%
-5.8%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.6% | -0.9% | -0.3% |
| 7D | +2.6% | +1.4% | +1.2% | +2.7% |
| 30D | -2.0% | +7.4% | -9.4% | -1.5% |
| 3M | -2.8% | +7.2% | -10.0% | -2.4% |
| 6M | +2.1% | +9.5% | -7.3% | +2.7% |
| YTD | +11.5% | +25.6% | -14.1% | +12.3% |
| 1Y | +13.5% | +20.4% | -6.9% | +14.9% |
| All | +13.5% | +19.2% | -5.8% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling