+183.3%
FDX vs EVRG
+114.4%
+68.9%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -2.9% |
| 7D | -3.3% | +0.9% | -4.2% | -3.6% |
| 30D | -1.4% | -0.5% | -0.9% | -1.2% |
| 3M | -4.5% | +1.5% | -6.0% | -5.1% |
| 6M | +9.4% | +1.2% | +8.2% | +8.8% |
| YTD | +36.0% | +16.3% | +19.7% | +28.3% |
| 1Y | +75.5% | +20.3% | +55.3% | +63.3% |
| 3Y | +62.8% | +72.3% | -9.5% | +31.1% |
| 5Y | +64.4% | +46.7% | +17.7% | +39.4% |
| All | +183.3% | +114.4% | +68.9% | +109.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling