+110.6%
EVRG vs IBN
+316.4%
-205.8%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.3% |
| 7D | -0.7% | -5.5% | +4.8% | +0.3% |
| 30D | 0.0% | -3.4% | +3.4% | +0.6% |
| 3M | -1.0% | +8.7% | -9.6% | -2.6% |
| 6M | +1.0% | +3.7% | -2.7% | 0.0% |
| YTD | +15.1% | -2.4% | +17.5% | +15.2% |
| 1Y | +17.6% | -8.1% | +25.7% | +18.9% |
| 3Y | +70.5% | +26.3% | +44.1% | +60.8% |
| 5Y | +48.9% | +54.9% | -6.1% | +33.5% |
| All | +110.6% | +316.4% | -205.8% | +59.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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