+7,546.8%
DRI vs EVRG
+1,213.3%
+6,333.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.2% |
| 7D | -0.7% | +2.5% | -3.2% | -1.6% |
| 30D | +14.7% | +8.4% | +6.3% | +11.2% |
| 3M | +5.4% | +8.6% | -3.2% | +2.1% |
| 6M | +18.8% | +7.7% | +11.2% | +15.3% |
| YTD | +28.4% | +25.0% | +3.4% | +17.3% |
| 1Y | +37.7% | +18.7% | +18.9% | +28.3% |
| 3Y | +68.0% | +102.1% | -34.1% | +26.5% |
| 5Y | +78.8% | +66.8% | +12.0% | +43.0% |
| 10Y | +334.2% | +123.5% | +210.7% | +209.0% |
| All | +7,546.8% | +1,213.3% | +6,333.5% | +3,207.4% |
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