-40.7%
STLA vs EVRG
+19.4%
-60.1%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.8% |
| 7D | +0.4% | +0.6% | -0.2% | +0.4% |
| 30D | -5.2% | -0.2% | -5.0% | -5.3% |
| 3M | -24.9% | -0.5% | -24.4% | -25.1% |
| 6M | -25.2% | +0.2% | -25.4% | -25.3% |
| YTD | -51.4% | +14.9% | -66.3% | -52.5% |
| 1Y | -40.7% | +18.2% | -58.9% | -40.6% |
| All | -40.7% | +19.4% | -60.1% | -40.6% |
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 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