+16.3%
STZ vs EVRG
+124.6%
-108.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.4% |
| 7D | +2.6% | +1.4% | +1.1% | +1.9% |
| 30D | +15.2% | +7.4% | +7.8% | +11.5% |
| 3M | +7.6% | +7.2% | +0.4% | +4.2% |
| 6M | +5.3% | +9.5% | -4.2% | +1.0% |
| YTD | +8.6% | +25.6% | -16.9% | -2.4% |
| 1Y | +15.6% | +20.4% | -4.8% | +5.8% |
| 3Y | -35.2% | +108.8% | -144.0% | -54.2% |
| 5Y | -29.1% | +68.0% | -97.0% | -45.3% |
| All | +16.3% | +124.6% | -108.3% | -20.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling