+70,760.1%
BBY vs EVRG
+2,060.4%
+68,699.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.0% |
| 7D | +1.2% | +0.6% | +0.6% | +1.0% |
| 30D | +6.8% | -0.2% | +7.0% | +6.9% |
| 3M | +18.7% | -0.5% | +19.2% | +18.8% |
| 6M | +37.3% | +0.2% | +37.1% | +36.8% |
| YTD | +35.3% | +14.9% | +20.4% | +28.2% |
| 1Y | +20.7% | +18.2% | +2.5% | +13.0% |
| 3Y | +39.4% | +70.2% | -30.7% | +13.8% |
| 5Y | -1.5% | +45.3% | -46.8% | -15.7% |
| 10Y | +239.8% | +112.4% | +127.4% | +148.2% |
| All | +70,760.1% | +2,060.4% | +68,699.7% | +19,214.9% |
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