+7,085.5%
DRI vs EVRG
+1,112.2%
+5,973.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | -0.4% |
| 7D | +0.6% | +1.1% | -0.5% | +0.1% |
| 30D | +3.8% | -1.0% | +4.9% | +4.2% |
| 3M | +13.0% | +0.4% | +12.6% | +12.7% |
| 6M | +8.3% | -0.8% | +9.2% | +8.3% |
| YTD | +20.6% | +15.3% | +5.3% | +13.7% |
| 1Y | +6.5% | +17.9% | -11.4% | -0.6% |
| 3Y | +53.7% | +71.9% | -18.2% | +23.0% |
| 5Y | +72.7% | +45.3% | +27.4% | +45.6% |
| 10Y | +363.2% | +113.1% | +250.1% | +236.3% |
| All | +7,085.5% | +1,112.2% | +5,973.3% | +3,104.9% |
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