+111.4%
DAL vs EVRG
+66.7%
+44.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.5% |
| 7D | -1.1% | +1.4% | -2.5% | -1.5% |
| 30D | +12.8% | +7.4% | +5.5% | +10.6% |
| 3M | -5.3% | +7.2% | -12.5% | -7.2% |
| 6M | +22.4% | +9.5% | +12.9% | +19.1% |
| YTD | +25.6% | +25.6% | 0.0% | +17.0% |
| 1Y | +45.5% | +20.4% | +25.2% | +37.3% |
| 3Y | +161.0% | +108.8% | +52.1% | +100.8% |
| All | +111.4% | +66.7% | +44.7% | +77.9% |
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