+11.7%
DASH vs EVRG
+84.7%
-73.0%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.5% | -4.2% | -4.6% |
| 7D | -10.6% | +1.1% | -11.7% | -10.7% |
| 30D | +2.2% | -1.0% | +3.2% | +2.3% |
| 3M | +32.3% | +0.4% | +31.9% | +32.1% |
| 6M | +19.1% | -0.8% | +20.0% | +19.1% |
| YTD | -6.5% | +15.3% | -21.9% | -9.5% |
| 1Y | -14.9% | +17.9% | -32.8% | -18.1% |
| 3Y | +151.9% | +71.9% | +80.0% | +121.9% |
| 5Y | +9.4% | +45.3% | -35.8% | -1.3% |
| All | +11.7% | +84.7% | -73.0% | -0.3% |
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