+130.0%
FITB vs EVRG
+72.0%
+58.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | -1.0% | -0.7% | -0.3% | -0.7% |
| 30D | -5.5% | 0.0% | -5.5% | -5.6% |
| 3M | +4.1% | -1.0% | +5.1% | +4.4% |
| 6M | +18.7% | +1.0% | +17.7% | +18.0% |
| YTD | +18.2% | +15.1% | +3.1% | +10.0% |
| 1Y | +23.7% | +17.6% | +6.1% | +13.4% |
| All | +130.0% | +72.0% | +58.0% | +61.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling