+475.0%
DINO vs EVRG
+113.9%
+361.0%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.2% | 0.0% |
| 7D | +2.3% | +0.1% | +2.2% | +2.3% |
| 30D | +22.6% | -1.2% | +23.9% | +23.2% |
| 3M | +55.2% | -0.6% | +55.8% | +55.2% |
| 6M | +93.8% | +2.4% | +91.3% | +90.4% |
| YTD | +139.5% | +15.5% | +124.1% | +123.0% |
| 1Y | +115.3% | +16.8% | +98.5% | +99.2% |
| 3Y | +98.8% | +75.0% | +23.8% | +50.5% |
| 5Y | +333.5% | +49.3% | +284.1% | +248.2% |
| All | +475.0% | +113.9% | +361.0% | +291.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling