+76.3%
EVRG vs BWA
+69.7%
+6.6%
-11.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +0.9% |
| 7D | +0.9% | +4.3% | -3.4% | +0.7% |
| 30D | -0.5% | -2.9% | +2.4% | -0.4% |
| 3M | +1.5% | -12.4% | +13.9% | +2.3% |
| 6M | +1.2% | +28.6% | -27.4% | -1.0% |
| YTD | +16.3% | +48.2% | -31.9% | +11.7% |
| 1Y | +20.3% | +50.9% | -30.7% | +15.2% |
| All | +76.3% | +69.7% | +6.6% | +65.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling