+15.8%
EVRG vs BUD
+38.4%
-22.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | +0.4% |
| 7D | +2.3% | +3.3% | -1.0% | +1.7% |
| 30D | +9.0% | +11.8% | -2.8% | +7.0% |
| 3M | +3.7% | -1.1% | +4.8% | +4.0% |
| 6M | +6.8% | +14.9% | -8.1% | +3.9% |
| YTD | +21.9% | +32.6% | -10.6% | +16.0% |
| 1Y | +15.8% | +37.2% | -21.4% | +10.1% |
| All | +15.8% | +38.4% | -22.6% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling