+10,029.9%
DLTR vs EVRG
+1,112.3%
+8,917.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -1.2% | -3.3% | -4.2% |
| 7D | -10.2% | +0.6% | -10.8% | -10.4% |
| 30D | -8.5% | -0.2% | -8.3% | -8.5% |
| 3M | +5.6% | -0.5% | +6.0% | +5.6% |
| 6M | +2.2% | +0.2% | +2.0% | +1.9% |
| YTD | -3.8% | +14.9% | -18.6% | -8.0% |
| 1Y | +22.9% | +18.2% | +4.7% | +16.5% |
| 3Y | +2.0% | +70.2% | -68.1% | -14.2% |
| 5Y | +29.8% | +45.3% | -15.5% | +13.8% |
| 10Y | +45.0% | +112.4% | -67.4% | +10.1% |
| All | +10,029.9% | +1,112.3% | +8,917.5% | +4,576.5% |
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 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