+113.1%
BHP vs EVRG
+45.7%
+67.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -3.7% | -0.7% | -3.0% | -3.5% |
| 30D | -0.8% | 0.0% | -0.9% | -0.9% |
| 3M | +7.6% | -1.0% | +8.6% | +7.6% |
| 6M | +20.8% | +1.0% | +19.8% | +19.9% |
| YTD | +50.8% | +15.1% | +35.7% | +43.1% |
| 1Y | +70.9% | +17.6% | +53.3% | +60.8% |
| 3Y | +78.0% | +70.5% | +7.5% | +45.9% |
| 5Y | +113.1% | +48.9% | +64.2% | +79.1% |
| All | +113.1% | +45.7% | +67.4% | +79.1% |
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