+12.3%
FN vs EVRG
+18.5%
-6.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.9% | +1.3% | +2.2% |
| 7D | +3.5% | +0.9% | +2.7% | +3.6% |
| 30D | -26.0% | -0.5% | -25.4% | -26.1% |
| 3M | -33.3% | +1.5% | -34.8% | -33.8% |
| 6M | -14.9% | +1.2% | -16.1% | -15.8% |
| YTD | -8.6% | +16.3% | -24.9% | -8.8% |
| 1Y | +12.3% | +20.3% | -7.9% | +17.4% |
| All | +12.3% | +18.5% | -6.1% | +17.4% |
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 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