+1,458.7%
DIS vs EVRG
+2,068.9%
-610.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.3% | -1.5% |
| 7D | -2.6% | +1.1% | -3.7% | -3.0% |
| 30D | +3.5% | -1.0% | +4.5% | +3.8% |
| 3M | +6.8% | +0.4% | +6.4% | +6.5% |
| 6M | +3.0% | -0.8% | +3.8% | +3.0% |
| YTD | -6.7% | +15.3% | -22.1% | -12.0% |
| 1Y | -10.1% | +17.9% | -28.0% | -16.0% |
| 3Y | +33.0% | +71.9% | -38.9% | +6.5% |
| 5Y | -40.0% | +45.3% | -85.2% | -49.3% |
| 10Y | +21.1% | +113.1% | -92.0% | -14.5% |
| All | +1,458.7% | +2,068.9% | -610.2% | +356.7% |
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