+55.8%
DOCS vs EVRG
+93.3%
-37.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.4% | -5.7% | -4.4% |
| 7D | -1.3% | +2.3% | -3.7% | -1.4% |
| 30D | +19.4% | +8.8% | +10.6% | +18.8% |
| 3M | +53.4% | +6.1% | +47.3% | +53.0% |
| 6M | +28.8% | +8.9% | +19.8% | +28.0% |
| YTD | -25.1% | +23.6% | -48.7% | -27.2% |
| 1Y | -48.1% | +17.8% | -66.0% | -49.1% |
| All | +55.8% | +93.3% | -37.5% | +27.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling