+110.6%
EVRG vs BUD
-22.8%
+133.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -0.7% | -3.2% | +2.5% | 0.0% |
| 30D | 0.0% | -3.7% | +3.7% | +0.8% |
| 3M | -1.0% | -4.4% | +3.5% | -0.1% |
| 6M | +1.0% | +7.7% | -6.8% | -1.1% |
| YTD | +15.1% | +23.1% | -8.0% | +9.3% |
| 1Y | +17.6% | +33.6% | -16.1% | +9.5% |
| 3Y | +70.5% | +44.7% | +25.8% | +54.1% |
| 5Y | +48.9% | +44.9% | +3.9% | +32.6% |
| All | +110.6% | -22.8% | +133.4% | +91.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling