+805.8%
EVRG vs BUD
+222.5%
+583.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | +3.5% | +6.0% | -2.5% | +2.0% |
| 30D | +9.2% | +11.3% | -2.0% | +6.4% |
| 3M | +8.6% | +3.6% | +5.1% | +7.5% |
| 6M | +10.0% | +7.7% | +2.2% | +7.7% |
| YTD | +25.1% | +36.4% | -11.3% | +15.2% |
| 1Y | +19.5% | +37.8% | -18.3% | +9.7% |
| 3Y | +102.3% | +51.2% | +51.0% | +79.3% |
| 5Y | +66.8% | +53.4% | +13.4% | +45.3% |
| 10Y | +125.0% | -3.2% | +128.2% | +107.5% |
| All | +805.8% | +222.5% | +583.4% | +481.9% |
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