+4,087.3%
FDX vs EVRG
+2,068.9%
+2,018.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.4% |
| 7D | -2.5% | +1.1% | -3.6% | -2.9% |
| 30D | +3.8% | -1.0% | +4.8% | +4.1% |
| 3M | -1.3% | +0.4% | -1.7% | -1.5% |
| 6M | +5.0% | -0.8% | +5.9% | +5.2% |
| YTD | +39.6% | +15.3% | +24.3% | +32.9% |
| 1Y | +81.1% | +17.9% | +63.2% | +70.9% |
| 3Y | +63.0% | +71.9% | -8.9% | +34.4% |
| 5Y | +65.6% | +45.3% | +20.4% | +43.0% |
| 10Y | +183.4% | +113.1% | +70.3% | +110.1% |
| All | +4,087.3% | +2,068.9% | +2,018.4% | +1,495.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling