+7,924.2%
BNY vs EVRG
+2,071.0%
+5,853.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | -0.1% |
| 7D | -1.3% | +0.1% | -1.4% | -1.4% |
| 30D | -0.2% | -1.2% | +1.1% | +0.3% |
| 3M | +14.9% | -0.6% | +15.5% | +15.0% |
| 6M | +40.0% | +2.4% | +37.6% | +37.7% |
| YTD | +42.0% | +15.5% | +26.5% | +31.6% |
| 1Y | +56.9% | +16.8% | +40.0% | +44.3% |
| 3Y | +289.9% | +75.0% | +214.9% | +192.5% |
| 5Y | +259.2% | +49.3% | +209.9% | +186.3% |
| 10Y | +413.3% | +113.5% | +299.8% | +227.2% |
| All | +7,924.2% | +2,071.0% | +5,853.1% | +1,718.5% |
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