+133.8%
ADI vs EVRG
+66.7%
+67.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.6% | -3.3% | -2.9% |
| 7D | +9.5% | +1.4% | +8.0% | +9.1% |
| 30D | -1.4% | +7.4% | -8.8% | -3.2% |
| 3M | +4.7% | +7.2% | -2.5% | +2.8% |
| 6M | -7.4% | +9.5% | -16.9% | -10.0% |
| YTD | +48.1% | +25.6% | +22.5% | +38.1% |
| 1Y | +69.6% | +20.4% | +49.3% | +60.1% |
| 3Y | +144.4% | +108.8% | +35.5% | +87.8% |
| All | +133.8% | +66.7% | +67.1% | +98.2% |
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