+30.9%
DOCU vs EVRG
+71.9%
-41.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.7% |
| 7D | +6.9% | +1.1% | +5.8% | +6.9% |
| 30D | +19.0% | -1.0% | +20.0% | +19.0% |
| 3M | +34.3% | +0.4% | +33.9% | +34.2% |
| 6M | +48.0% | -0.8% | +48.9% | +48.1% |
| YTD | 0.0% | +15.3% | -15.3% | -1.8% |
| 1Y | -10.3% | +17.9% | -28.2% | -12.3% |
| All | +30.9% | +71.9% | -41.0% | +14.0% |
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