+178.8%
FDX vs EVRG
+111.7%
+67.1%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.3% | -1.1% |
| 7D | -2.3% | +0.6% | -2.9% | -2.5% |
| 30D | -4.9% | -0.2% | -4.7% | -4.8% |
| 3M | -6.5% | -0.5% | -6.0% | -6.4% |
| 6M | +6.7% | +0.2% | +6.5% | +6.4% |
| YTD | +33.9% | +14.9% | +19.0% | +26.9% |
| 1Y | +72.2% | +18.2% | +54.0% | +61.2% |
| 3Y | +60.2% | +70.2% | -9.9% | +29.6% |
| 5Y | +62.9% | +45.3% | +17.6% | +38.6% |
| 10Y | +178.8% | +112.4% | +66.4% | +106.8% |
| All | +178.8% | +111.7% | +67.1% | +106.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EVRG 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling