+111.3%
EVRG vs FIVN
+118.5%
-7.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.3% |
| 7D | +0.1% | -7.8% | +7.9% | +0.4% |
| 30D | -1.2% | -1.7% | +0.5% | -1.2% |
| 3M | -0.6% | +47.2% | -47.8% | -2.6% |
| 6M | +2.4% | +82.7% | -80.3% | -1.0% |
| YTD | +15.5% | +52.9% | -37.5% | +12.3% |
| 1Y | +16.8% | +17.5% | -0.6% | +15.1% |
| 3Y | +75.0% | -55.8% | +130.8% | +80.4% |
| 5Y | +49.3% | -82.3% | +131.7% | +60.3% |
| All | +111.3% | +118.5% | -7.3% | +89.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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