+15,251.3%
BN vs EVRG
+2,068.9%
+13,182.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -2.5% | +1.1% | -3.6% | -2.9% |
| 30D | -9.5% | -1.0% | -8.5% | -9.2% |
| 3M | -10.4% | +0.4% | -10.8% | -10.7% |
| 6M | -6.4% | -0.8% | -5.5% | -6.4% |
| YTD | -11.9% | +15.3% | -27.2% | -17.1% |
| 1Y | -8.6% | +17.9% | -26.5% | -14.8% |
| 3Y | +77.6% | +71.9% | +5.6% | +42.4% |
| 5Y | +37.0% | +45.3% | -8.2% | +16.6% |
| 10Y | +266.4% | +113.1% | +153.3% | +167.7% |
| All | +15,251.3% | +2,068.9% | +13,182.4% | +5,962.5% |
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