+8,082.8%
BHP vs EVRG
+2,087.5%
+5,995.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.9% | +1.4% |
| 7D | +1.3% | +0.9% | +0.4% | +0.9% |
| 30D | +4.0% | -0.5% | +4.5% | +4.1% |
| 3M | +12.3% | +1.5% | +10.8% | +11.3% |
| 6M | +30.8% | +1.2% | +29.7% | +29.5% |
| YTD | +58.8% | +16.3% | +42.4% | +48.1% |
| 1Y | +76.8% | +20.3% | +56.6% | +62.3% |
| 3Y | +87.5% | +72.3% | +15.1% | +46.2% |
| 5Y | +123.9% | +46.7% | +77.2% | +84.5% |
| 10Y | +504.4% | +113.8% | +390.6% | +302.4% |
| All | +8,082.8% | +2,087.5% | +5,995.3% | +2,487.6% |
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