+651.0%
BIDU vs EVRG
+695.8%
-44.8%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.7% | -0.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | -16.0% | -0.2% | -15.7% | -16.0% |
| 3M | -24.0% | -0.5% | -23.6% | -24.2% |
| 6M | -24.9% | +0.2% | -25.0% | -25.4% |
| YTD | -29.6% | +14.9% | -44.5% | -33.9% |
| 1Y | -15.2% | +18.2% | -33.4% | -21.4% |
| 3Y | -32.2% | +70.2% | -102.3% | -46.6% |
| 5Y | -43.8% | +45.3% | -89.1% | -53.7% |
| 10Y | -49.5% | +112.4% | -161.9% | -69.8% |
| All | +651.0% | +695.8% | -44.8% | +48.7% |
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