+14.5%
FIX vs EVRG
+19.8%
-5.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.5% | +8.9% | +9.5% |
| 7D | -7.2% | +1.7% | -8.9% | -7.0% |
| 30D | -35.1% | +8.7% | -43.8% | -35.3% |
| 3M | -34.3% | +6.4% | -40.7% | -34.4% |
| 6M | -42.9% | +9.4% | -52.3% | -43.9% |
| YTD | +19.5% | +24.5% | -5.0% | +11.0% |
| All | +14.5% | +19.8% | -5.3% | +11.4% |
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