+360.5%
BE vs EVRG
+17.4%
+343.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.5% | +7.8% | +7.2% |
| 7D | +20.0% | +1.1% | +18.9% | +20.4% |
| 30D | +7.9% | -1.0% | +8.9% | +7.2% |
| 3M | -13.2% | +0.4% | -13.6% | -14.5% |
| 6M | +53.5% | -0.8% | +54.3% | +52.0% |
| YTD | +191.0% | +15.3% | +175.7% | +181.2% |
| 1Y | +360.5% | +17.9% | +342.6% | +318.8% |
| All | +360.5% | +17.4% | +343.1% | +318.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling