+54,250.4%
DHR vs EVRG
+2,087.5%
+52,162.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.9% | -2.0% | -1.4% |
| 7D | -0.8% | +0.9% | -1.7% | -1.1% |
| 30D | +0.2% | -0.5% | +0.8% | +0.3% |
| 3M | +12.1% | +1.5% | +10.5% | +11.4% |
| 6M | +5.4% | +1.2% | +4.3% | +4.8% |
| YTD | -10.0% | +16.3% | -26.3% | -14.5% |
| 1Y | +4.1% | +20.3% | -16.2% | -2.4% |
| 3Y | -5.2% | +72.3% | -77.5% | -21.2% |
| 5Y | -28.2% | +46.7% | -74.9% | -37.5% |
| 10Y | +208.4% | +113.8% | +94.6% | +131.6% |
| All | +54,250.4% | +2,087.5% | +52,162.8% | +21,054.2% |
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