+22.0%
FFIV vs EVRG
+18.2%
+3.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.5% |
| 7D | +1.6% | -0.7% | +2.3% | +1.5% |
| 30D | -3.7% | 0.0% | -3.8% | -3.8% |
| 3M | +2.0% | -1.0% | +2.9% | +1.4% |
| 6M | +39.3% | +1.0% | +38.3% | +38.7% |
| YTD | +56.1% | +15.1% | +41.0% | +53.7% |
| 1Y | +22.0% | +17.6% | +4.4% | +29.7% |
| All | +22.0% | +18.2% | +3.8% | +29.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling