+426.2%
BTSG vs EVRG
+80.9%
+345.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +0.2% | -6.8% | -6.7% |
| 7D | -5.8% | -0.7% | -5.1% | -5.6% |
| 30D | 0.0% | 0.0% | 0.0% | 0.0% |
| 3M | -4.5% | -1.0% | -3.5% | -4.3% |
| 6M | +40.0% | +1.0% | +39.0% | +39.0% |
| YTD | +54.6% | +15.1% | +39.5% | +44.9% |
| 1Y | +106.1% | +17.6% | +88.5% | +91.3% |
| All | +426.2% | +80.9% | +345.3% | +304.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling