+70.4%
DRI vs EVRG
+49.3%
+21.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.9% | -2.7% | -2.1% |
| 7D | -1.2% | +0.9% | -2.1% | -1.5% |
| 30D | -0.4% | -0.5% | +0.2% | -0.3% |
| 3M | +9.5% | +1.5% | +8.0% | +8.9% |
| 6M | +6.5% | +1.2% | +5.3% | +5.9% |
| YTD | +18.4% | +16.3% | +2.1% | +12.9% |
| 1Y | +4.2% | +20.3% | -16.0% | -1.8% |
| 3Y | +57.1% | +72.3% | -15.2% | +32.9% |
| 5Y | +70.4% | +46.7% | +23.7% | +52.0% |
| All | +70.4% | +49.3% | +21.1% | +52.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling