+3,800.0%
FIX vs EVRG
+122.0%
+3,678.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.5% | +8.9% | +9.2% |
| 7D | -7.2% | +1.7% | -8.9% | -8.1% |
| 30D | -35.1% | +8.7% | -43.8% | -37.9% |
| 3M | -34.3% | +6.4% | -40.7% | -36.4% |
| 6M | -42.9% | +9.4% | -52.3% | -45.8% |
| YTD | +19.5% | +24.5% | -5.0% | +6.4% |
| 1Y | +16.8% | +20.5% | -3.7% | +5.6% |
| 3Y | +506.7% | +101.6% | +405.1% | +314.0% |
| 5Y | +1,046.7% | +67.5% | +979.2% | +750.0% |
| 10Y | +3,800.0% | +122.3% | +3,677.6% | +2,322.9% |
| All | +3,800.0% | +122.0% | +3,678.0% | +2,322.9% |
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