+735.2%
EVRG vs BUD
+201.1%
+534.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.6% | -0.5% |
| 7D | +1.1% | +0.3% | +0.8% | +1.0% |
| 30D | -1.0% | -5.7% | +4.7% | +0.3% |
| 3M | +0.4% | +3.1% | -2.7% | -0.5% |
| 6M | -0.8% | +7.9% | -8.7% | -3.0% |
| YTD | +15.3% | +27.3% | -12.0% | +8.2% |
| 1Y | +17.9% | +37.8% | -19.9% | +8.3% |
| 3Y | +71.9% | +49.8% | +22.1% | +52.9% |
| 5Y | +45.3% | +43.8% | +1.4% | +28.5% |
| 10Y | +113.1% | -22.6% | +135.7% | +108.6% |
| All | +735.2% | +201.1% | +534.1% | +446.3% |
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