-57.0%
DOCS vs EVRG
+68.4%
-125.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.6% | +1.0% |
| 7D | 0.0% | +1.7% | -1.7% | -0.2% |
| 30D | +7.8% | +8.7% | -0.9% | +6.6% |
| 3M | +20.0% | +6.4% | +13.6% | +19.0% |
| 6M | +26.5% | +9.4% | +17.1% | +24.8% |
| YTD | -25.8% | +24.5% | -50.2% | -28.6% |
| 1Y | -39.5% | +20.5% | -59.9% | -41.4% |
| 3Y | +60.3% | +101.6% | -41.2% | +37.7% |
| 5Y | -57.0% | +67.5% | -124.5% | -59.4% |
| All | -57.0% | +68.4% | -125.5% | -59.4% |
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