+191.8%
FN vs EVRG
+65.8%
+126.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | +20.8% | +1.0% | +19.8% | +20.7% |
| 30D | -17.3% | +7.5% | -24.8% | -18.2% |
| 3M | -38.1% | +6.8% | -45.0% | -38.8% |
| 6M | -44.2% | +7.7% | -52.0% | -45.0% |
| YTD | -22.3% | +24.9% | -47.1% | -25.4% |
| 1Y | -20.9% | +18.1% | -39.0% | -23.3% |
| 3Y | +111.1% | +101.9% | +9.2% | +77.9% |
| 5Y | +191.8% | +67.0% | +124.8% | +161.2% |
| All | +191.8% | +65.8% | +126.0% | +161.2% |
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