-29.8%
DHR vs EVRG
+45.7%
-75.4%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -5.0% | -0.7% | -4.3% | -4.7% |
| 30D | -3.3% | 0.0% | -3.3% | -3.4% |
| 3M | +9.4% | -1.0% | +10.4% | +9.7% |
| 6M | +3.2% | +1.0% | +2.2% | +2.4% |
| YTD | -12.0% | +15.1% | -27.1% | -17.4% |
| 1Y | +4.9% | +17.6% | -12.7% | -2.7% |
| 3Y | -7.4% | +70.5% | -77.8% | -28.0% |
| 5Y | -29.8% | +48.9% | -78.6% | -41.7% |
| All | -29.8% | +45.7% | -75.4% | -41.7% |
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