+240.6%
EVRG vs FWONK
+276.9%
-36.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.2% | +0.3% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -1.2% | -7.7% | +6.5% | +0.1% |
| 3M | -0.6% | +5.7% | -6.3% | -1.8% |
| 6M | +2.4% | +13.5% | -11.0% | -0.1% |
| YTD | +15.5% | -3.0% | +18.4% | +15.5% |
| 1Y | +16.8% | -6.4% | +23.2% | +17.5% |
| 3Y | +75.0% | +43.8% | +31.2% | +60.7% |
| 5Y | +49.3% | +98.6% | -49.2% | +26.8% |
| 10Y | +113.5% | +340.0% | -226.5% | +55.3% |
| All | +240.6% | +276.9% | -36.4% | +148.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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