-16.3%
DUOL vs EVRG
+45.7%
-61.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.2% |
| 7D | -8.6% | -0.7% | -7.9% | -8.5% |
| 30D | +7.2% | 0.0% | +7.2% | +7.2% |
| 3M | +19.1% | -1.0% | +20.0% | +19.0% |
| 6M | +52.5% | +1.0% | +51.5% | +52.0% |
| YTD | -17.3% | +15.1% | -32.4% | -19.5% |
| 1Y | -49.2% | +17.6% | -66.8% | -50.7% |
| 3Y | -7.3% | +70.5% | -77.7% | -16.0% |
| 5Y | -16.3% | +48.9% | -65.1% | -24.1% |
| All | -16.3% | +45.7% | -61.9% | -24.1% |
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