-32.0%
BAX vs EVRG
+72.7%
-104.7%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.9% | -4.6% | -4.1% |
| 7D | -2.4% | +0.9% | -3.3% | -2.8% |
| 30D | -9.7% | -0.5% | -9.2% | -9.6% |
| 3M | +29.3% | +1.5% | +27.7% | +28.6% |
| 6M | +40.7% | +1.2% | +39.5% | +40.0% |
| YTD | +30.3% | +16.3% | +13.9% | +23.2% |
| 1Y | +3.4% | +20.3% | -16.9% | -3.8% |
| 3Y | -32.0% | +72.3% | -104.3% | -45.4% |
| All | -32.0% | +72.7% | -104.7% | -45.4% |
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