+987.7%
BBWI vs EVRG
+2,068.9%
-1,081.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +3.0% |
| 7D | +1.5% | +1.1% | +0.4% | +1.0% |
| 30D | -5.2% | -1.0% | -4.2% | -4.8% |
| 3M | +11.1% | +0.4% | +10.7% | +10.8% |
| 6M | -13.4% | -0.8% | -12.5% | -13.2% |
| YTD | +0.1% | +15.3% | -15.2% | -5.9% |
| 1Y | -36.1% | +17.9% | -54.0% | -40.7% |
| 3Y | -44.1% | +71.9% | -116.0% | -56.1% |
| 5Y | -66.2% | +45.3% | -111.5% | -71.8% |
| 10Y | -54.8% | +113.1% | -167.8% | -68.3% |
| All | +987.7% | +2,068.9% | -1,081.2% | +183.6% |
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