+3,759.0%
FIX vs EVRG
+124.9%
+3,634.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.1% | +5.1% | +5.1% |
| 7D | +6.4% | +2.5% | +4.0% | +5.2% |
| 30D | -29.1% | +8.4% | -37.5% | -32.0% |
| 3M | -31.1% | +8.6% | -39.7% | -34.0% |
| 6M | -42.8% | +7.7% | -50.5% | -45.3% |
| YTD | +24.6% | +25.0% | -0.3% | +10.8% |
| 1Y | +21.9% | +18.7% | +3.2% | +11.1% |
| 3Y | +524.9% | +102.1% | +422.9% | +325.9% |
| 5Y | +1,092.2% | +66.8% | +1,025.4% | +785.8% |
| 10Y | +3,759.0% | +123.5% | +3,635.5% | +2,251.5% |
| All | +3,759.0% | +124.9% | +3,634.2% | +2,251.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling