+14.4%
FIX vs EVRG
+15.1%
-0.7%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | +0.9% | -16.0% | -15.1% |
| 7D | -18.9% | +2.3% | -21.2% | -19.0% |
| 30D | -36.3% | +9.0% | -45.3% | -37.1% |
| 3M | -38.5% | +3.7% | -42.2% | -38.8% |
| 6M | -42.3% | +6.8% | -49.1% | -43.4% |
| YTD | +17.1% | +21.9% | -4.8% | +7.0% |
| 1Y | +14.4% | +15.8% | -1.4% | +11.2% |
| All | +14.4% | +15.1% | -0.7% | +11.2% |
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 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