+48.9%
EVRG vs FIVN
-82.6%
+131.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.2% |
| 7D | -0.7% | -11.3% | +10.6% | -0.5% |
| 30D | 0.0% | -7.3% | +7.3% | +0.1% |
| 3M | -1.0% | +41.7% | -42.6% | -1.7% |
| 6M | +1.0% | +78.3% | -77.3% | -0.5% |
| YTD | +15.1% | +50.9% | -35.8% | +13.9% |
| 1Y | +17.6% | +19.7% | -2.1% | +17.1% |
| 3Y | +70.5% | -55.7% | +126.2% | +74.7% |
| 5Y | +48.9% | -82.6% | +131.4% | +47.8% |
| All | +48.9% | -82.6% | +131.5% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling