+79.0%
EVRG vs BBIO
+136.7%
-57.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | +0.1% | -3.2% | +3.3% | +0.2% |
| 30D | -1.2% | -13.6% | +12.4% | -0.8% |
| 3M | -0.6% | +7.2% | -7.9% | -0.9% |
| 6M | +2.4% | +1.5% | +1.0% | +2.2% |
| YTD | +15.5% | -5.3% | +20.7% | +15.4% |
| 1Y | +16.8% | +37.7% | -20.9% | +15.2% |
| 3Y | +75.0% | +153.9% | -78.9% | +67.6% |
| 5Y | +49.3% | +43.9% | +5.5% | +40.1% |
| All | +79.0% | +136.7% | -57.7% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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