+105.1%
STT vs EVRG
+65.8%
+39.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | +5.1% | +1.0% | +4.1% | +4.7% |
| 30D | -0.2% | +7.5% | -7.7% | -3.1% |
| 3M | -8.1% | +6.8% | -15.0% | -10.7% |
| 6M | +16.6% | +7.7% | +8.9% | +12.8% |
| YTD | +37.8% | +24.9% | +13.0% | +23.9% |
| 1Y | +46.8% | +18.1% | +28.7% | +35.5% |
| 3Y | +181.2% | +101.9% | +79.3% | +97.9% |
| 5Y | +105.1% | +67.0% | +38.1% | +54.1% |
| All | +105.1% | +65.8% | +39.3% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling