+1,129.1%
DIA vs EVRG
+674.8%
+454.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | -0.2% | +1.1% | -1.3% | -0.6% |
| 30D | -1.5% | -1.0% | -0.5% | -1.2% |
| 3M | +3.8% | +0.4% | +3.4% | +3.4% |
| 6M | +10.3% | -0.8% | +11.1% | +10.3% |
| YTD | +12.1% | +15.3% | -3.2% | +5.9% |
| 1Y | +18.6% | +17.9% | +0.8% | +11.1% |
| 3Y | +60.6% | +71.9% | -11.3% | +29.6% |
| 5Y | +64.4% | +45.3% | +19.2% | +39.9% |
| 10Y | +250.1% | +113.1% | +137.0% | +151.8% |
| All | +1,129.1% | +674.8% | +454.3% | +450.1% |
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 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