-69.4%
DOCU vs EVRG
+66.7%
-136.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.7% |
| 7D | +4.1% | +1.4% | +2.6% | +3.8% |
| 30D | +7.4% | +7.4% | 0.0% | +6.1% |
| 3M | +26.0% | +7.2% | +18.8% | +24.5% |
| 6M | +79.2% | +9.5% | +69.7% | +76.0% |
| YTD | +18.1% | +25.6% | -7.5% | +11.2% |
| 1Y | +20.5% | +20.4% | +0.2% | +15.0% |
| 3Y | +96.4% | +108.8% | -12.4% | +53.5% |
| All | -69.4% | +66.7% | -136.1% | -73.0% |
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 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