+39.4%
BEN vs EVRG
+44.9%
-5.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.0% |
| 7D | +3.4% | +0.6% | +2.8% | +3.1% |
| 30D | +1.8% | -0.2% | +2.0% | +1.8% |
| 3M | +8.4% | -0.5% | +8.8% | +8.3% |
| 6M | +35.6% | +0.2% | +35.5% | +34.9% |
| YTD | +46.4% | +14.9% | +31.5% | +35.7% |
| 1Y | +46.3% | +18.2% | +28.1% | +33.5% |
| 3Y | +54.6% | +70.2% | -15.6% | +14.6% |
| 5Y | +39.4% | +45.3% | -6.0% | +8.1% |
| All | +39.4% | +44.9% | -5.5% | +8.1% |
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