+65.1%
EVRG vs IBN
+73.5%
-8.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.2% | +0.5% |
| 7D | +1.4% | +1.9% | -0.4% | +1.1% |
| 30D | +7.4% | +22.1% | -14.7% | +4.3% |
| 3M | +7.2% | +17.1% | -9.9% | +4.7% |
| 6M | +9.5% | +35.5% | -26.1% | +4.6% |
| YTD | +25.6% | +16.8% | +8.8% | +22.4% |
| 1Y | +20.4% | +12.4% | +8.0% | +18.0% |
| 3Y | +108.8% | +58.0% | +50.8% | +91.6% |
| All | +65.1% | +73.5% | -8.3% | +50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling