+5,092.2%
BEN vs EVRG
+2,261.5%
+2,830.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.2% |
| 7D | +6.8% | +1.4% | +5.4% | +6.1% |
| 30D | +18.0% | +7.4% | +10.6% | +13.9% |
| 3M | +7.5% | +7.2% | +0.2% | +3.7% |
| 6M | +14.7% | +9.5% | +5.2% | +9.3% |
| YTD | +56.1% | +25.6% | +30.5% | +38.5% |
| 1Y | +69.6% | +20.4% | +49.2% | +53.6% |
| 3Y | +87.7% | +108.8% | -21.1% | +28.6% |
| 5Y | +28.6% | +68.0% | -39.3% | -2.8% |
| 10Y | +59.8% | +124.6% | -64.8% | +0.9% |
| All | +5,092.2% | +2,261.5% | +2,830.7% | +1,070.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling