-25.7%
FN vs EVRG
+15.1%
-40.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.9% | -6.9% | -5.8% |
| 7D | -7.0% | +2.3% | -9.3% | -6.9% |
| 30D | -24.7% | +9.0% | -33.7% | -25.3% |
| 3M | -35.7% | +3.7% | -39.4% | -35.9% |
| 6M | -52.4% | +6.8% | -59.2% | -53.2% |
| YTD | -25.0% | +21.9% | -46.9% | -32.0% |
| 1Y | -25.7% | +15.8% | -41.5% | -26.9% |
| All | -25.7% | +15.1% | -40.8% | -26.9% |
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 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