+9,430.1%
DGX vs EVRG
+975.9%
+8,454.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.3% |
| 7D | -2.2% | +0.6% | -2.8% | -2.4% |
| 30D | -0.9% | -0.2% | -0.7% | -0.9% |
| 3M | +15.6% | -0.5% | +16.0% | +15.7% |
| 6M | +17.8% | +0.2% | +17.6% | +17.6% |
| YTD | +37.5% | +14.9% | +22.6% | +32.3% |
| 1Y | +31.2% | +18.2% | +12.9% | +25.2% |
| 3Y | +96.6% | +70.2% | +26.4% | +70.1% |
| 5Y | +64.9% | +45.3% | +19.6% | +47.8% |
| 10Y | +254.6% | +112.4% | +142.2% | +184.3% |
| All | +9,430.1% | +975.9% | +8,454.3% | +5,117.6% |
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