+107.6%
EVRG vs FGI
+12.3%
+95.3%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +6.2% | -6.3% | -0.1% |
| 7D | +1.0% | +13.5% | -12.5% | +1.0% |
| 30D | +7.5% | +17.1% | -9.6% | +7.5% |
| 3M | +6.8% | +78.0% | -71.2% | +7.4% |
| 6M | +7.7% | +46.4% | -38.7% | +8.2% |
| YTD | +24.9% | +47.7% | -22.9% | +25.8% |
| 1Y | +18.1% | +56.8% | -38.7% | +19.2% |
| All | +107.6% | +12.3% | +95.3% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 3y: compounded portfolio wealth divided by compounded FGI 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…
3y analysis · Full analysis span regression · 6 months rolling