+111.3%
EVRG vs BTG
+159.3%
-48.0%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.3% |
| 7D | +0.1% | -3.8% | +3.9% | +0.4% |
| 30D | -1.2% | +3.6% | -4.9% | -1.6% |
| 3M | -0.6% | +32.0% | -32.6% | -3.0% |
| 6M | +2.4% | +3.4% | -0.9% | +1.5% |
| YTD | +15.5% | +20.8% | -5.3% | +12.6% |
| 1Y | +16.8% | +22.4% | -5.6% | +13.4% |
| 3Y | +75.0% | +91.7% | -16.7% | +61.9% |
| 5Y | +49.3% | +79.0% | -29.7% | +37.7% |
| All | +111.3% | +159.3% | -48.0% | +89.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 10y: compounded portfolio wealth divided by compounded BTG 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…
10y analysis · Full analysis span regression · 6 months rolling