-72.3%
FLNC vs EVRG
+55.7%
-128.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.2% | -4.4% | -4.3% |
| 7D | -5.0% | -0.7% | -4.3% | -4.7% |
| 30D | -26.1% | 0.0% | -26.1% | -26.1% |
| 3M | -55.2% | -1.0% | -54.2% | -55.3% |
| 6M | -42.6% | +1.0% | -43.6% | -43.6% |
| YTD | -51.0% | +15.1% | -66.1% | -54.9% |
| 1Y | +43.3% | +17.6% | +25.8% | +30.7% |
| 3Y | -63.4% | +70.5% | -133.9% | -73.7% |
| All | -72.3% | +55.7% | -128.0% | -77.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling