-63.3%
FND vs EVRG
+66.7%
-130.0%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.6% | -2.8% | -2.5% |
| 7D | -6.8% | +1.4% | -8.2% | -7.6% |
| 30D | +8.0% | +7.4% | +0.6% | +3.8% |
| 3M | -18.9% | +7.2% | -26.2% | -22.1% |
| 6M | +4.7% | +9.5% | -4.8% | -0.4% |
| YTD | -21.6% | +25.6% | -47.2% | -30.8% |
| 1Y | -22.0% | +20.4% | -42.4% | -29.7% |
| 3Y | -40.4% | +108.8% | -149.3% | -61.4% |
| All | -63.3% | +66.7% | -130.0% | -72.6% |
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