+12.9%
BLDR vs EVRG
+44.9%
-32.0%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.3% |
| 7D | -2.7% | +0.6% | -3.3% | -3.0% |
| 30D | -14.7% | -0.2% | -14.5% | -14.7% |
| 3M | -20.8% | -0.5% | -20.4% | -20.5% |
| 6M | -35.3% | +0.2% | -35.5% | -35.4% |
| YTD | -40.3% | +14.9% | -55.2% | -44.2% |
| 1Y | -56.3% | +18.2% | -74.5% | -59.7% |
| 3Y | -56.1% | +70.2% | -126.3% | -66.7% |
| 5Y | +12.9% | +45.3% | -32.4% | -9.9% |
| All | +12.9% | +44.9% | -32.0% | -9.9% |
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