-22.5%
BBWI vs EVRG
+102.9%
-125.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.9% | -2.9% |
| 7D | -4.5% | +1.0% | -5.5% | -4.9% |
| 30D | +17.1% | +7.5% | +9.6% | +14.1% |
| 3M | +17.5% | +6.8% | +10.6% | +14.7% |
| 6M | +12.8% | +7.7% | +5.1% | +9.9% |
| YTD | +8.2% | +24.9% | -16.7% | +0.8% |
| 1Y | -1.8% | +18.1% | -19.9% | -7.2% |
| All | -22.5% | +102.9% | -125.4% | -39.3% |
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 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