+1,664.5%
DIS vs EVRG
+2,252.5%
-588.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | -0.1% |
| 7D | +4.4% | +3.5% | +0.9% | +3.1% |
| 30D | +10.3% | +9.2% | +1.1% | +6.7% |
| 3M | +15.5% | +8.6% | +6.9% | +11.9% |
| 6M | +11.2% | +10.0% | +1.2% | +7.0% |
| YTD | +5.6% | +25.1% | -19.5% | -3.5% |
| 1Y | +7.7% | +19.5% | -11.8% | +0.2% |
| 3Y | +39.3% | +102.3% | -63.0% | +5.0% |
| 5Y | -29.5% | +66.8% | -96.3% | -43.4% |
| 10Y | +36.3% | +125.0% | -88.8% | -5.7% |
| All | +1,664.5% | +2,252.5% | -588.0% | +401.2% |
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