+981.7%
EVRG vs DVA
+5,166.5%
-4,184.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.9% | -1.4% |
| 7D | +0.6% | +2.0% | -1.5% | +0.4% |
| 30D | -0.2% | -0.4% | +0.1% | -0.2% |
| 3M | -0.5% | -7.7% | +7.2% | 0.0% |
| 6M | +0.2% | +20.0% | -19.8% | -1.8% |
| YTD | +14.9% | +61.1% | -46.2% | +9.8% |
| 1Y | +18.2% | +33.9% | -15.7% | +14.6% |
| 3Y | +70.2% | +91.5% | -21.4% | +59.0% |
| 5Y | +45.3% | +41.8% | +3.6% | +37.5% |
| 10Y | +112.4% | +187.5% | -75.1% | +89.3% |
| All | +981.7% | +5,166.5% | -4,184.8% | +829.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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