+16.0%
BX vs EVRG
+45.7%
-29.6%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.2% | -3.0% | -2.9% |
| 7D | -8.9% | -0.7% | -8.2% | -8.6% |
| 30D | -14.8% | 0.0% | -14.8% | -14.9% |
| 3M | +6.9% | -1.0% | +7.9% | +7.1% |
| 6M | +16.3% | +1.0% | +15.3% | +15.1% |
| YTD | -16.1% | +15.1% | -31.2% | -22.9% |
| 1Y | -26.8% | +17.6% | -44.4% | -33.7% |
| 3Y | +22.4% | +70.5% | -48.0% | -11.5% |
| 5Y | +16.0% | +48.9% | -32.9% | -12.5% |
| All | +16.0% | +45.7% | -29.6% | -12.5% |
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 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