+1,470.1%
BA vs EVRG
+2,228.5%
-758.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +1.1% | +1.9% | -0.8% | +0.3% |
| 30D | -7.9% | +9.0% | -16.9% | -11.2% |
| 3M | -25.3% | +6.3% | -31.6% | -27.3% |
| 6M | -24.6% | +9.9% | -34.5% | -27.7% |
| YTD | -20.1% | +23.8% | -44.0% | -27.2% |
| 1Y | -11.8% | +19.9% | -31.7% | -18.6% |
| 3Y | -10.1% | +94.3% | -104.4% | -32.8% |
| 5Y | -22.7% | +64.6% | -87.4% | -38.8% |
| 10Y | +35.1% | +121.7% | -86.7% | -4.7% |
| All | +1,470.1% | +2,228.5% | -758.4% | +383.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling