+45.3%
EVRG vs IBN
+54.0%
-8.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | +0.6% | -5.1% | +5.7% | +1.2% |
| 30D | -0.2% | -3.5% | +3.3% | +0.2% |
| 3M | -0.5% | +11.3% | -11.8% | -2.0% |
| 6M | +0.2% | +4.4% | -4.3% | -0.6% |
| YTD | +14.9% | -1.8% | +16.7% | +14.8% |
| 1Y | +18.2% | -8.0% | +26.2% | +19.2% |
| 3Y | +70.2% | +27.1% | +43.1% | +62.4% |
| 5Y | +45.3% | +54.5% | -9.2% | +35.0% |
| All | +45.3% | +54.0% | -8.7% | +35.0% |
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