+1,196.2%
DVN vs EVRG
+2,060.4%
-864.3%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.2% | +2.4% | +1.7% |
| 7D | -0.1% | +0.6% | -0.7% | -0.3% |
| 30D | +8.0% | -0.2% | +8.2% | +8.0% |
| 3M | +11.9% | -0.5% | +12.4% | +12.0% |
| 6M | +10.6% | +0.2% | +10.5% | +10.1% |
| YTD | +35.4% | +14.9% | +20.5% | +27.7% |
| 1Y | +46.5% | +18.2% | +28.2% | +36.5% |
| 3Y | +3.0% | +70.2% | -67.2% | -17.4% |
| 5Y | +120.5% | +45.3% | +75.2% | +86.0% |
| 10Y | +62.5% | +112.4% | -50.0% | +15.1% |
| All | +1,196.2% | +2,060.4% | -864.3% | +303.0% |
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