+52.5%
DAL vs EVRG
+19.9%
+32.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.0% | +2.2% |
| 7D | +8.8% | +1.9% | +6.9% | +8.7% |
| 30D | +5.4% | +9.0% | -3.6% | +5.5% |
| 3M | -4.9% | +6.3% | -11.3% | -4.9% |
| 6M | +19.8% | +9.9% | +9.9% | +20.8% |
| YTD | +27.0% | +23.8% | +3.2% | +31.9% |
| 1Y | +52.5% | +19.9% | +32.6% | +59.8% |
| All | +52.5% | +19.9% | +32.5% | +59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling