+164.6%
DOCN vs EVRG
+72.2%
+92.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.9% |
| 7D | +1.1% | +1.1% | 0.0% | +1.0% |
| 30D | -9.6% | -1.0% | -8.6% | -9.5% |
| 3M | -37.7% | +0.4% | -38.1% | -37.9% |
| 6M | +115.2% | -0.8% | +116.1% | +114.6% |
| YTD | +133.7% | +15.3% | +118.4% | +124.1% |
| 1Y | +250.2% | +17.9% | +232.3% | +232.8% |
| 3Y | +320.3% | +71.9% | +248.4% | +251.7% |
| 5Y | +53.1% | +45.3% | +7.9% | +30.5% |
| All | +164.6% | +72.2% | +92.4% | +146.8% |
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