+71.4%
BTI vs EVRG
+113.9%
-42.5%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.6% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -1.1% | -1.2% | +0.1% | -0.7% |
| 3M | -8.8% | -0.6% | -8.2% | -8.6% |
| 6M | -4.0% | +2.4% | -6.4% | -4.7% |
| YTD | +0.4% | +15.5% | -15.1% | -4.2% |
| 1Y | +1.9% | +16.8% | -14.9% | -3.2% |
| 3Y | +108.5% | +75.0% | +33.5% | +73.5% |
| 5Y | +118.5% | +49.3% | +69.2% | +89.2% |
| All | +71.4% | +113.9% | -42.5% | +32.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling