-5.0%
DPZ vs EVRG
+100.3%
-105.4%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.2% |
| 7D | +3.7% | +1.7% | +2.0% | +3.2% |
| 30D | +8.0% | +8.7% | -0.7% | +5.4% |
| 3M | -4.2% | +6.4% | -10.6% | -6.0% |
| 6M | +4.6% | +9.4% | -4.8% | +1.7% |
| YTD | -18.4% | +24.5% | -42.9% | -23.5% |
| 1Y | -16.8% | +20.5% | -37.2% | -21.3% |
| 3Y | -5.0% | +101.6% | -106.6% | -18.5% |
| All | -5.0% | +100.3% | -105.4% | -18.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling