+47.9%
DE vs EVRG
+17.4%
+30.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | 0.0% |
| 7D | +10.0% | +1.1% | +8.9% | +9.7% |
| 30D | +13.3% | -1.0% | +14.3% | +13.4% |
| 3M | +17.5% | +0.4% | +17.1% | +17.1% |
| 6M | +13.6% | -0.8% | +14.4% | +12.9% |
| YTD | +49.8% | +15.3% | +34.4% | +47.3% |
| 1Y | +47.9% | +17.9% | +30.0% | +49.5% |
| All | +47.9% | +17.4% | +30.4% | +49.5% |
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 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