+101.7%
DOCU vs EVRG
+125.7%
-24.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.3% | +3.2% |
| 7D | -0.4% | +2.5% | -2.9% | -0.7% |
| 30D | +12.9% | +8.4% | +4.5% | +12.1% |
| 3M | +35.1% | +8.6% | +26.5% | +34.0% |
| 6M | +76.2% | +7.7% | +68.5% | +74.7% |
| YTD | +17.2% | +25.0% | -7.8% | +13.8% |
| 1Y | +16.4% | +18.7% | -2.3% | +13.9% |
| 3Y | +95.6% | +102.1% | -6.5% | +77.3% |
| 5Y | -68.5% | +66.8% | -135.4% | -70.7% |
| All | +101.7% | +125.7% | -24.0% | +111.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling