+143.3%
DELL vs EVRG
+15.1%
+128.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.9% | -9.7% | -8.4% |
| 7D | -24.6% | +2.3% | -26.9% | -23.8% |
| 30D | -32.5% | +9.0% | -41.5% | -30.1% |
| 3M | -20.2% | +3.7% | -23.9% | -19.4% |
| 6M | +76.5% | +6.8% | +69.7% | +82.4% |
| YTD | +198.9% | +21.9% | +177.0% | +206.4% |
| 1Y | +143.3% | +15.8% | +127.5% | +155.3% |
| All | +143.3% | +15.1% | +128.2% | +155.3% |
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 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