+4,844.3%
BEN vs EVRG
+2,087.5%
+2,756.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.9% | -1.1% | -0.6% |
| 7D | +4.7% | +0.9% | +3.8% | +4.2% |
| 30D | +2.6% | -0.5% | +3.1% | +2.8% |
| 3M | +11.5% | +1.5% | +10.0% | +10.4% |
| 6M | +35.3% | +1.2% | +34.2% | +33.9% |
| YTD | +48.6% | +16.3% | +32.3% | +37.1% |
| 1Y | +46.7% | +20.3% | +26.4% | +32.9% |
| 3Y | +57.0% | +72.3% | -15.3% | +18.1% |
| 5Y | +41.8% | +46.7% | -4.9% | +14.5% |
| 10Y | +55.2% | +113.8% | -58.6% | +0.5% |
| All | +4,844.3% | +2,087.5% | +2,756.8% | +1,058.0% |
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