+14,263.1%
DE vs EVRG
+2,060.4%
+12,202.7%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -3.0% | +0.6% | -3.6% | -3.2% |
| 30D | +11.1% | -0.2% | +11.4% | +11.1% |
| 3M | +17.6% | -0.5% | +18.1% | +17.6% |
| 6M | +13.6% | +0.2% | +13.4% | +13.3% |
| YTD | +46.3% | +14.9% | +31.4% | +38.8% |
| 1Y | +44.2% | +18.2% | +26.0% | +35.2% |
| 3Y | +76.6% | +70.2% | +6.4% | +44.2% |
| 5Y | +98.2% | +45.3% | +52.9% | +69.4% |
| 10Y | +863.5% | +112.4% | +751.1% | +597.8% |
| All | +14,263.1% | +2,060.4% | +12,202.7% | +5,269.6% |
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