+532.2%
BE vs EVRG
+66.7%
+465.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.6% | -5.5% | -5.3% |
| 7D | +10.8% | +1.4% | +9.4% | +9.9% |
| 30D | -19.8% | +7.4% | -27.2% | -23.6% |
| 3M | -18.7% | +7.2% | -25.9% | -22.4% |
| 6M | -33.7% | +9.5% | -43.2% | -38.4% |
| YTD | +121.0% | +25.6% | +95.4% | +83.5% |
| 1Y | +85.4% | +20.4% | +65.1% | +58.9% |
| 3Y | +1,709.5% | +108.8% | +1,600.7% | +892.8% |
| All | +532.2% | +66.7% | +465.5% | +327.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling