+62,704.1%
SU vs EVRG
+2,064.1%
+60,640.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +1.7% | -0.7% | +2.4% | +1.8% |
| 30D | +9.6% | 0.0% | +9.6% | +9.6% |
| 3M | +11.7% | -1.0% | +12.7% | +11.9% |
| 6M | +21.9% | +1.0% | +20.9% | +21.4% |
| YTD | +58.6% | +15.1% | +43.6% | +53.7% |
| 1Y | +66.5% | +17.6% | +48.9% | +60.5% |
| 3Y | +121.4% | +70.5% | +51.0% | +96.5% |
| 5Y | +355.7% | +48.9% | +306.9% | +314.3% |
| 10Y | +264.2% | +112.8% | +151.4% | +206.8% |
| All | +62,704.1% | +2,064.1% | +60,640.0% | +33,680.7% |
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