-10.6%
BA vs EVRG
+18.9%
-29.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.4% | +2.5% | -3.9% | -1.7% |
| 30D | -7.9% | +8.4% | -16.3% | -8.9% |
| 3M | -25.2% | +8.6% | -33.8% | -26.0% |
| 6M | -26.7% | +7.7% | -34.4% | -27.6% |
| YTD | -19.6% | +25.0% | -44.6% | -20.1% |
| 1Y | -10.6% | +18.7% | -29.3% | -12.3% |
| All | -10.6% | +18.9% | -29.5% | -12.3% |
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