-68.8%
BBWI vs EVRG
+44.9%
-113.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -1.2% | -5.1% | -5.8% |
| 7D | -4.4% | +0.6% | -5.0% | -4.6% |
| 30D | -7.4% | -0.2% | -7.2% | -7.3% |
| 3M | -2.2% | -0.5% | -1.8% | -2.0% |
| 6M | -16.3% | +0.2% | -16.5% | -16.4% |
| YTD | -9.1% | +14.9% | -24.0% | -13.9% |
| 1Y | -34.5% | +18.2% | -52.7% | -39.0% |
| 3Y | -47.0% | +70.2% | -117.1% | -57.9% |
| 5Y | -68.8% | +45.3% | -114.2% | -74.3% |
| All | -68.8% | +44.9% | -113.8% | -74.3% |
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 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