+333.0%
DINO vs EVRG
+45.7%
+287.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | +1.5% | -0.7% | +2.2% | +1.6% |
| 30D | +25.9% | 0.0% | +25.9% | +25.8% |
| 3M | +53.2% | -1.0% | +54.1% | +53.2% |
| 6M | +105.5% | +1.0% | +104.5% | +104.0% |
| YTD | +139.2% | +15.1% | +124.2% | +129.1% |
| 1Y | +117.4% | +17.6% | +99.8% | +106.9% |
| 3Y | +99.3% | +70.5% | +28.8% | +68.3% |
| 5Y | +333.0% | +48.9% | +284.1% | +268.6% |
| All | +333.0% | +45.7% | +287.3% | +268.6% |
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