+4,770.1%
DELL vs EVRG
+123.7%
+4,646.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.9% | +1.0% | +1.6% |
| 7D | +25.6% | +0.9% | +24.7% | +25.3% |
| 30D | +17.7% | -0.5% | +18.2% | +17.8% |
| 3M | +33.4% | +1.5% | +31.9% | +32.7% |
| 6M | +266.2% | +1.2% | +265.0% | +263.2% |
| YTD | +328.0% | +16.3% | +311.7% | +307.5% |
| 1Y | +339.6% | +20.3% | +319.3% | +314.4% |
| 3Y | +694.6% | +72.3% | +622.3% | +563.4% |
| 5Y | +1,122.0% | +46.7% | +1,075.3% | +970.2% |
| 10Y | +4,062.5% | +113.8% | +3,948.7% | +3,107.5% |
| All | +4,770.1% | +123.7% | +4,646.4% | +3,499.8% |
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