+63.2%
DHI vs EVRG
+48.0%
+15.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.3% | +1.4% | +1.5% |
| 7D | -3.4% | +0.1% | -3.5% | -3.5% |
| 30D | -5.4% | -1.2% | -4.2% | -4.9% |
| 3M | -10.4% | -0.6% | -9.8% | -10.2% |
| 6M | -2.8% | +2.4% | -5.2% | -4.2% |
| YTD | -3.4% | +15.5% | -18.9% | -10.7% |
| 1Y | -22.9% | +16.8% | -39.7% | -29.2% |
| 3Y | +20.7% | +75.0% | -54.3% | -11.7% |
| All | +63.2% | +48.0% | +15.2% | +25.1% |
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