+4,404.4%
DELL vs EVRG
+113.9%
+4,290.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.3% | +11.7% | +11.9% |
| 7D | +8.2% | +0.1% | +8.1% | +8.2% |
| 30D | +17.1% | -1.2% | +18.3% | +17.4% |
| 3M | +45.2% | -0.6% | +45.8% | +45.2% |
| 6M | +286.8% | +2.4% | +284.3% | +282.2% |
| YTD | +354.8% | +15.5% | +339.3% | +333.9% |
| 1Y | +358.3% | +16.8% | +341.4% | +335.6% |
| 3Y | +724.9% | +75.0% | +649.9% | +585.1% |
| 5Y | +1,193.7% | +49.3% | +1,144.3% | +1,025.1% |
| All | +4,404.4% | +113.9% | +4,290.5% | +3,445.3% |
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 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