+85.4%
BE vs EVRG
+19.2%
+66.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -4.6% |
| 7D | +10.8% | +1.4% | +9.4% | +11.7% |
| 30D | -19.8% | +7.4% | -27.2% | -16.6% |
| 3M | -18.7% | +7.2% | -25.9% | -16.5% |
| 6M | -33.7% | +9.5% | -43.2% | -32.2% |
| YTD | +121.0% | +25.6% | +95.4% | +128.8% |
| 1Y | +85.4% | +20.4% | +65.1% | +92.7% |
| All | +85.4% | +19.2% | +66.2% | +92.7% |
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