+5,993.3%
FIX vs EVRG
+114.7%
+5,878.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.9% | +1.5% | +2.0% |
| 7D | +6.1% | +0.9% | +5.2% | +5.6% |
| 30D | -2.7% | -0.5% | -2.1% | -2.4% |
| 3M | -10.9% | +1.5% | -12.5% | -12.0% |
| 6M | +29.0% | +1.2% | +27.8% | +27.5% |
| YTD | +76.9% | +16.3% | +60.6% | +63.2% |
| 1Y | +130.7% | +20.3% | +110.5% | +109.0% |
| 3Y | +790.7% | +72.3% | +718.4% | +558.6% |
| 5Y | +2,185.6% | +46.7% | +2,138.9% | +1,719.6% |
| 10Y | +5,993.3% | +113.8% | +5,879.5% | +3,660.1% |
| All | +5,993.3% | +114.7% | +5,878.6% | +3,660.1% |
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