+95.3%
DOCU vs EVRG
+123.7%
-28.3%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -5.5% | +1.9% | -7.4% | -5.7% |
| 30D | +12.6% | +9.0% | +3.6% | +11.7% |
| 3M | +36.4% | +6.3% | +30.1% | +35.6% |
| 6M | +66.8% | +9.9% | +56.9% | +65.0% |
| YTD | +13.5% | +23.8% | -10.4% | +10.3% |
| 1Y | +11.3% | +19.9% | -8.6% | +8.7% |
| 3Y | +92.1% | +94.3% | -2.2% | +75.0% |
| 5Y | -71.0% | +64.6% | -135.6% | -73.0% |
| All | +95.3% | +123.7% | -28.3% | +105.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling