+7.8%
DBX vs EVRG
+44.9%
-37.2%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.2% | +3.5% | +2.4% |
| 7D | +0.3% | +0.6% | -0.3% | +0.2% |
| 30D | 0.0% | -0.2% | +0.2% | 0.0% |
| 3M | +26.1% | -0.5% | +26.6% | +26.0% |
| 6M | +29.4% | +0.2% | +29.2% | +29.1% |
| YTD | +24.4% | +14.9% | +9.5% | +21.8% |
| 1Y | +10.9% | +18.2% | -7.4% | +8.1% |
| 3Y | +24.1% | +70.2% | -46.1% | +14.1% |
| 5Y | +7.8% | +45.3% | -37.6% | -0.4% |
| All | +7.8% | +44.9% | -37.2% | -0.4% |
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