+131.1%
ADI vs EVRG
+45.7%
+85.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | +1.3% | -0.7% | +2.0% | +1.5% |
| 30D | -6.0% | 0.0% | -6.0% | -6.0% |
| 3M | -7.7% | -1.0% | -6.8% | -7.8% |
| 6M | +14.0% | +1.0% | +13.0% | +13.2% |
| YTD | +34.4% | +15.1% | +19.3% | +28.3% |
| 1Y | +48.0% | +17.6% | +30.4% | +40.1% |
| 3Y | +113.3% | +70.5% | +42.8% | +76.6% |
| 5Y | +131.1% | +48.9% | +82.2% | +97.5% |
| All | +131.1% | +45.7% | +85.4% | +97.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling