-49.5%
FND vs EVRG
+71.7%
-121.2%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.1% |
| 7D | -0.8% | +0.6% | -1.3% | -1.1% |
| 30D | -19.6% | -0.2% | -19.4% | -19.6% |
| 3M | -4.3% | -0.5% | -3.9% | -4.0% |
| 6M | -20.4% | +0.2% | -20.6% | -20.4% |
| YTD | -21.9% | +14.9% | -36.7% | -26.5% |
| 1Y | -45.2% | +18.2% | -63.4% | -49.3% |
| All | -49.5% | +71.7% | -121.2% | -63.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling