+620.2%
ADI vs EVRG
+124.6%
+495.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.3% | -3.0% |
| 7D | +9.5% | +1.4% | +8.0% | +8.9% |
| 30D | -1.4% | +7.4% | -8.8% | -4.0% |
| 3M | +4.7% | +7.2% | -2.5% | +2.0% |
| 6M | -7.4% | +9.5% | -16.9% | -10.9% |
| YTD | +48.1% | +25.6% | +22.5% | +35.3% |
| 1Y | +69.6% | +20.4% | +49.3% | +57.4% |
| 3Y | +144.4% | +108.8% | +35.5% | +80.6% |
| 5Y | +134.1% | +68.0% | +66.2% | +87.2% |
| All | +620.2% | +124.6% | +495.6% | +429.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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