+1,663.1%
DIS vs EVRG
+2,240.5%
-577.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | +5.3% | +1.7% | +3.6% | +4.7% |
| 30D | +10.2% | +8.7% | +1.6% | +6.8% |
| 3M | +13.5% | +6.4% | +7.1% | +10.8% |
| 6M | +11.1% | +9.4% | +1.7% | +7.2% |
| YTD | +5.5% | +24.5% | -19.0% | -3.4% |
| 1Y | +9.1% | +20.5% | -11.3% | +1.2% |
| 3Y | +36.0% | +101.6% | -65.6% | +2.6% |
| 5Y | -29.8% | +67.5% | -97.3% | -43.8% |
| 10Y | +36.6% | +122.3% | -85.7% | -5.1% |
| All | +1,663.1% | +2,240.5% | -577.4% | +401.8% |
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