+51.8%
BEN vs EVRG
+113.9%
-62.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.2% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +0.2% | -1.2% | +1.4% | +0.7% |
| 3M | +6.8% | -0.6% | +7.5% | +6.9% |
| 6M | +38.1% | +2.4% | +35.7% | +35.8% |
| YTD | +44.3% | +15.5% | +28.9% | +33.4% |
| 1Y | +42.6% | +16.8% | +25.7% | +30.7% |
| 3Y | +52.3% | +75.0% | -22.7% | +12.4% |
| 5Y | +37.6% | +49.3% | -11.7% | +9.2% |
| All | +51.8% | +113.9% | -62.2% | +2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling