+5,137.1%
BDX vs EVRG
+2,071.0%
+3,066.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -3.2% | +0.1% | -3.3% | -3.2% |
| 30D | -2.5% | -1.2% | -1.3% | -2.3% |
| 3M | +21.4% | -0.6% | +22.0% | +21.5% |
| 6M | +10.4% | +2.4% | +8.0% | +9.6% |
| YTD | +18.8% | +15.5% | +3.4% | +14.3% |
| 1Y | +21.7% | +16.8% | +4.9% | +16.6% |
| 3Y | -10.0% | +75.0% | -85.0% | -22.6% |
| 5Y | -1.8% | +49.3% | -51.2% | -12.5% |
| 10Y | +58.8% | +113.5% | -54.7% | +26.1% |
| All | +5,137.1% | +2,071.0% | +3,066.0% | +2,348.9% |
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