+11,177.8%
STZ vs EVRG
+1,725.5%
+9,452.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.4% |
| 7D | 0.0% | +1.0% | -1.0% | -0.3% |
| 30D | +14.7% | +7.5% | +7.2% | +11.9% |
| 3M | +8.8% | +6.8% | +2.0% | +6.3% |
| 6M | +3.1% | +7.7% | -4.7% | +0.4% |
| YTD | +7.9% | +24.9% | -17.0% | -0.3% |
| 1Y | +14.2% | +18.1% | -4.0% | +7.5% |
| 3Y | -35.2% | +101.9% | -137.1% | -49.5% |
| 5Y | -29.6% | +67.0% | -96.6% | -41.9% |
| 10Y | +12.2% | +123.3% | -111.2% | -17.4% |
| All | +11,177.8% | +1,725.5% | +9,452.3% | +4,650.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling