+7,540.2%
DRI vs EVRG
+1,219.9%
+6,320.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.2% | +0.1% |
| 7D | +1.1% | +1.4% | -0.4% | +0.5% |
| 30D | +9.7% | +7.4% | +2.3% | +6.7% |
| 3M | +3.2% | +7.2% | -4.0% | +0.4% |
| 6M | +20.6% | +9.5% | +11.1% | +16.2% |
| YTD | +28.3% | +25.6% | +2.7% | +17.0% |
| 1Y | +34.5% | +20.4% | +14.2% | +24.7% |
| 3Y | +66.5% | +108.8% | -42.3% | +23.9% |
| 5Y | +79.6% | +68.0% | +11.7% | +43.3% |
| 10Y | +333.8% | +124.6% | +209.2% | +208.2% |
| All | +7,540.2% | +1,219.9% | +6,320.3% | +3,198.3% |
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