+809.3%
EVRG vs BUD
+217.8%
+591.5%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.1% | -0.6% | +0.3% |
| 7D | +1.4% | +1.0% | +0.4% | +1.2% |
| 30D | +7.4% | +6.7% | +0.7% | +5.6% |
| 3M | +7.2% | +5.7% | +1.5% | +5.6% |
| 6M | +9.5% | +5.8% | +3.7% | +7.6% |
| YTD | +25.6% | +34.4% | -8.8% | +16.1% |
| 1Y | +20.4% | +33.3% | -12.9% | +11.4% |
| 3Y | +108.8% | +48.8% | +60.0% | +85.8% |
| 5Y | +68.0% | +52.5% | +15.4% | +46.5% |
| 10Y | +124.6% | -4.0% | +128.6% | +107.5% |
| All | +809.3% | +217.8% | +591.5% | +486.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling