+1,055.3%
DELL vs EVRG
+45.7%
+1,009.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -1.9% | -0.7% | -1.2% | -1.9% |
| 30D | +14.9% | 0.0% | +14.9% | +14.9% |
| 3M | +37.2% | -1.0% | +38.2% | +37.2% |
| 6M | +254.0% | +1.0% | +253.0% | +253.3% |
| YTD | +306.1% | +15.1% | +291.1% | +300.8% |
| 1Y | +312.3% | +17.6% | +294.7% | +306.4% |
| 3Y | +654.0% | +70.5% | +583.6% | +620.9% |
| 5Y | +1,055.3% | +48.9% | +1,006.5% | +1,060.6% |
| All | +1,055.3% | +45.7% | +1,009.7% | +1,060.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling