-56.6%
FIG vs EVRG
+18.2%
-74.8%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.7% |
| 7D | -12.2% | -0.7% | -11.5% | -12.6% |
| 30D | -11.0% | 0.0% | -11.0% | -10.9% |
| 3M | +11.9% | -1.0% | +12.8% | +12.2% |
| 6M | -21.9% | +1.0% | -22.9% | -20.2% |
| YTD | -40.8% | +15.1% | -55.8% | -37.6% |
| 1Y | -56.6% | +17.6% | -74.2% | -48.5% |
| All | -56.6% | +18.2% | -74.8% | -48.5% |
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