+1,683.3%
BE vs EVRG
+71.7%
+1,611.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.2% | -1.6% | -2.2% |
| 7D | +23.9% | +0.6% | +23.4% | +23.7% |
| 30D | +27.8% | -0.2% | +28.1% | +28.1% |
| 3M | +3.7% | -0.5% | +4.2% | +2.3% |
| 6M | +78.0% | +0.2% | +77.8% | +74.2% |
| YTD | +209.9% | +14.9% | +195.0% | +169.4% |
| 1Y | +389.6% | +18.2% | +371.4% | +312.2% |
| All | +1,683.3% | +71.7% | +1,611.6% | +814.3% |
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