+29.7%
SRE vs EVRG
+72.0%
-42.3%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.7% | -0.7% | 0.0% | -0.1% |
| 30D | -1.7% | 0.0% | -1.7% | -1.7% |
| 3M | -7.1% | -1.0% | -6.1% | -6.4% |
| 6M | -8.4% | +1.0% | -9.3% | -9.1% |
| YTD | -3.5% | +15.1% | -18.6% | -13.7% |
| 1Y | +5.4% | +17.6% | -12.2% | -7.4% |
| All | +29.7% | +72.0% | -42.3% | -16.6% |
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