+72.9%
BAC vs EVRG
+49.3%
+23.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.9% | -1.3% | -0.8% |
| 7D | +1.2% | +0.9% | +0.3% | +0.8% |
| 30D | -0.7% | -0.5% | -0.2% | -0.6% |
| 3M | +16.9% | +1.5% | +15.4% | +16.2% |
| 6M | +29.6% | +1.2% | +28.4% | +28.7% |
| YTD | +15.3% | +16.3% | -1.1% | +8.1% |
| 1Y | +28.8% | +20.3% | +8.6% | +19.1% |
| 3Y | +136.4% | +72.3% | +64.1% | +86.6% |
| 5Y | +72.9% | +46.7% | +26.2% | +46.5% |
| All | +72.9% | +49.3% | +23.6% | +46.5% |
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