+494.2%
FIX vs EVRG
+104.1%
+390.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.6% | -2.0% | -1.4% |
| 7D | +9.4% | +1.4% | +8.0% | +9.4% |
| 30D | -27.8% | +7.4% | -35.2% | -28.2% |
| 3M | -35.6% | +7.2% | -42.8% | -36.0% |
| 6M | -45.2% | +9.5% | -54.7% | -45.9% |
| YTD | +19.5% | +25.6% | -6.1% | +15.8% |
| 1Y | +24.2% | +20.4% | +3.9% | +21.2% |
| 3Y | +494.2% | +108.8% | +385.3% | +395.9% |
| All | +494.2% | +104.1% | +390.1% | +395.9% |
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 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