+59.1%
DAL vs EVRG
+20.4%
+38.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | +10.7% | +3.5% | +7.2% | +10.6% |
| 30D | +12.5% | +9.2% | +3.3% | +12.5% |
| 3M | +3.6% | +8.6% | -5.0% | +3.6% |
| 6M | +26.7% | +10.0% | +16.8% | +27.5% |
| YTD | +34.3% | +25.1% | +9.2% | +39.0% |
| 1Y | +59.1% | +19.5% | +39.6% | +67.6% |
| All | +59.1% | +20.4% | +38.7% | +67.6% |
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