+1,377.1%
EVRG vs BNS
+1,463.9%
-86.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.5% | -1.0% |
| 7D | +0.6% | -1.3% | +1.8% | +1.0% |
| 30D | -0.2% | +4.0% | -4.2% | -1.9% |
| 3M | -0.5% | +13.8% | -14.2% | -5.4% |
| 6M | +0.2% | +32.7% | -32.5% | -10.3% |
| YTD | +14.9% | +27.6% | -12.7% | +4.2% |
| 1Y | +18.2% | +47.4% | -29.2% | +1.5% |
| 3Y | +70.2% | +129.0% | -58.8% | +22.6% |
| 5Y | +45.3% | +92.7% | -47.4% | +10.4% |
| 10Y | +112.4% | +182.1% | -69.7% | +34.9% |
| All | +1,377.1% | +1,463.9% | -86.8% | +226.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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