+122.3%
EVRG vs FIVE
+596.6%
-474.2%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +5.6% | -5.1% | -0.1% |
| 7D | +1.7% | +6.2% | -4.5% | +0.9% |
| 30D | +8.7% | +18.2% | -9.5% | +6.5% |
| 3M | +6.4% | +3.8% | +2.6% | +5.7% |
| 6M | +9.4% | +13.7% | -4.3% | +7.1% |
| YTD | +24.5% | +34.7% | -10.3% | +18.9% |
| 1Y | +20.5% | +66.6% | -46.2% | +12.0% |
| 3Y | +101.6% | +44.3% | +57.3% | +86.8% |
| 5Y | +67.5% | +18.8% | +48.7% | +56.5% |
| 10Y | +122.3% | +569.2% | -446.9% | +61.9% |
| All | +122.3% | +596.6% | -474.2% | +61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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