+950.6%
BSX vs EVRG
+1,608.7%
-658.1%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.8% | -6.2% |
| 7D | -6.4% | +0.9% | -7.3% | -6.8% |
| 30D | -8.8% | -0.5% | -8.2% | -8.7% |
| 3M | -7.6% | +1.5% | -9.2% | -8.2% |
| 6M | -37.0% | +1.2% | -38.1% | -37.4% |
| YTD | -52.8% | +16.3% | -69.2% | -55.4% |
| 1Y | -58.4% | +20.3% | -78.7% | -61.2% |
| 3Y | -16.5% | +72.3% | -88.8% | -32.0% |
| 5Y | -1.2% | +46.7% | -47.9% | -15.6% |
| 10Y | +83.7% | +113.8% | -30.1% | +35.0% |
| All | +950.6% | +1,608.7% | -658.1% | +346.3% |
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