+6,002.7%
BTI vs EVRG
+2,087.5%
+3,915.2%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.2% | -0.6% |
| 7D | -1.4% | +0.9% | -2.3% | -1.6% |
| 30D | -7.0% | -0.5% | -6.5% | -6.9% |
| 3M | -6.3% | +1.5% | -7.8% | -6.7% |
| 6M | -2.0% | +1.2% | -3.1% | -2.3% |
| YTD | +0.2% | +16.3% | -16.1% | -3.8% |
| 1Y | +3.8% | +20.3% | -16.5% | -1.3% |
| 3Y | +112.1% | +72.3% | +39.8% | +82.5% |
| 5Y | +113.6% | +46.7% | +66.9% | +90.3% |
| 10Y | +69.6% | +113.8% | -44.2% | +33.6% |
| All | +6,002.7% | +2,087.5% | +3,915.2% | +2,617.8% |
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 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