-50.6%
FLUT vs EVRG
+44.9%
-95.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.1% | -1.2% |
| 7D | -2.6% | +0.6% | -3.2% | -2.7% |
| 30D | +5.4% | -0.2% | +5.6% | +5.4% |
| 3M | -10.8% | -0.5% | -10.3% | -10.8% |
| 6M | -9.2% | +0.2% | -9.4% | -9.4% |
| YTD | -53.8% | +14.9% | -68.7% | -55.4% |
| 1Y | -66.0% | +18.2% | -84.2% | -67.4% |
| 3Y | -44.7% | +70.2% | -114.8% | -51.3% |
| 5Y | -50.6% | +45.3% | -95.9% | -58.3% |
| All | -50.6% | +44.9% | -95.5% | -58.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling