-10.7%
BDX vs EVRG
+72.0%
-82.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -1.9% |
| 7D | -5.4% | -0.7% | -4.7% | -5.2% |
| 30D | -2.2% | 0.0% | -2.2% | -2.3% |
| 3M | +20.1% | -1.0% | +21.0% | +20.4% |
| 6M | +9.1% | +1.0% | +8.1% | +8.6% |
| YTD | +17.9% | +15.1% | +2.8% | +12.1% |
| 1Y | +22.1% | +17.6% | +4.5% | +15.3% |
| All | -10.7% | +72.0% | -82.6% | -25.4% |
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