+12,501.5%
DHI vs EVRG
+1,621.7%
+10,879.7%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.6% |
| 1Y | -22.9% | +16.8% | -39.7% | -29.2% |
| 3Y | +20.7% | +75.0% | -54.3% | -11.0% |
| 5Y | +62.1% | +49.3% | +12.8% | +28.6% |
| 10Y | +410.4% | +113.5% | +297.0% | +222.4% |
| All | +12,501.5% | +1,621.7% | +10,879.7% | +3,005.4% |
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