+1,335.7%
BP vs EVRG
+2,068.9%
-733.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +0.7% |
| 7D | +3.9% | +1.1% | +2.8% | +3.6% |
| 30D | +7.6% | -1.0% | +8.6% | +7.9% |
| 3M | +0.7% | +0.4% | +0.3% | +0.4% |
| 6M | +15.5% | -0.8% | +16.3% | +15.4% |
| YTD | +30.8% | +15.3% | +15.5% | +24.4% |
| 1Y | +34.3% | +17.9% | +16.4% | +26.7% |
| 3Y | +35.1% | +71.9% | -36.9% | +11.8% |
| 5Y | +126.8% | +45.3% | +81.6% | +96.0% |
| 10Y | +123.4% | +113.1% | +10.3% | +65.6% |
| All | +1,335.7% | +2,068.9% | -733.2% | +512.5% |
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