+37,168.6%
ADI vs EVRG
+2,087.5%
+35,081.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | +2.4% | +0.9% | +1.6% | +2.1% |
| 30D | -6.6% | -0.5% | -6.0% | -6.4% |
| 3M | -9.8% | +1.5% | -11.3% | -10.6% |
| 6M | +15.7% | +1.2% | +14.5% | +14.7% |
| YTD | +35.1% | +16.3% | +18.8% | +27.1% |
| 1Y | +47.7% | +20.3% | +27.4% | +37.0% |
| 3Y | +114.5% | +72.3% | +42.1% | +71.9% |
| 5Y | +141.2% | +46.7% | +94.5% | +103.6% |
| 10Y | +611.3% | +113.8% | +497.5% | +404.3% |
| All | +37,168.6% | +2,087.5% | +35,081.1% | +11,576.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling