+267.5%
EVRG vs FIVN
+292.8%
-25.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.1% | +7.0% | +1.1% |
| 7D | +0.9% | -8.2% | +9.1% | +1.2% |
| 30D | -0.5% | -8.1% | +7.6% | -0.3% |
| 3M | +1.5% | +34.9% | -33.4% | 0.0% |
| 6M | +1.2% | +72.6% | -71.5% | -1.7% |
| YTD | +16.3% | +55.8% | -39.4% | +13.4% |
| 1Y | +20.3% | +17.1% | +3.1% | +18.6% |
| 3Y | +72.3% | -54.3% | +126.6% | +76.3% |
| 5Y | +46.7% | -81.6% | +128.2% | +54.7% |
| 10Y | +113.8% | +109.2% | +4.6% | +97.5% |
| All | +267.5% | +292.8% | -25.4% | +227.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling