+15,786.9%
BN vs EVRG
+2,247.9%
+13,539.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -0.3% | +1.0% | -1.3% | -0.7% |
| 30D | +13.6% | +7.5% | +6.1% | +10.4% |
| 3M | -6.7% | +6.8% | -13.5% | -9.1% |
| 6M | -9.0% | +7.7% | -16.7% | -11.8% |
| YTD | -8.8% | +24.9% | -33.6% | -16.8% |
| 1Y | -10.6% | +18.1% | -28.7% | -16.7% |
| 3Y | +98.8% | +101.9% | -3.1% | +49.6% |
| 5Y | +33.6% | +67.0% | -33.4% | +7.9% |
| 10Y | +298.3% | +123.3% | +175.0% | +185.1% |
| All | +15,786.9% | +2,247.9% | +13,539.0% | +5,982.4% |
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