+764.4%
FIX vs EVRG
+71.7%
+692.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +6.0% | +1.1% | +4.9% | +5.9% |
| 30D | -7.2% | -1.0% | -6.2% | -7.1% |
| 3M | -15.9% | +0.4% | -16.3% | -16.2% |
| 6M | +12.7% | -0.8% | +13.6% | +12.5% |
| YTD | +72.8% | +15.3% | +57.5% | +68.8% |
| 1Y | +122.9% | +17.9% | +105.0% | +117.1% |
| All | +764.4% | +71.7% | +692.6% | +681.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling