+78.8%
DRI vs EVRG
+66.8%
+12.0%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -0.7% | +2.5% | -3.2% | -1.4% |
| 30D | +14.7% | +8.4% | +6.3% | +12.2% |
| 3M | +5.4% | +8.6% | -3.2% | +3.0% |
| 6M | +18.8% | +7.7% | +11.2% | +16.2% |
| YTD | +28.4% | +25.0% | +3.4% | +20.0% |
| 1Y | +37.7% | +18.7% | +18.9% | +30.6% |
| 3Y | +68.0% | +102.1% | -34.1% | +35.8% |
| 5Y | +78.8% | +66.8% | +12.0% | +51.2% |
| All | +78.8% | +66.8% | +12.0% | +51.2% |
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