+390.4%
DDOG vs EVRG
+77.7%
+312.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.7% | -0.3% |
| 7D | +2.9% | +1.4% | +1.4% | +2.6% |
| 30D | -31.6% | +7.4% | -39.0% | -32.7% |
| 3M | -27.0% | +7.2% | -34.2% | -28.2% |
| 6M | -10.3% | +9.5% | -19.8% | -12.5% |
| YTD | +35.4% | +25.6% | +9.8% | +27.4% |
| 1Y | -1.0% | +20.4% | -21.3% | -5.9% |
| 3Y | +76.7% | +108.8% | -32.2% | +41.7% |
| 5Y | -4.6% | +68.0% | -72.6% | -18.6% |
| All | +390.4% | +77.7% | +312.8% | +292.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling