+72.2%
DOCU vs EVRG
+108.3%
-36.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.7% |
| 7D | +6.9% | +1.1% | +5.8% | +6.8% |
| 30D | +19.0% | -1.0% | +20.0% | +19.1% |
| 3M | +34.3% | +0.4% | +33.9% | +34.1% |
| 6M | +48.0% | -0.8% | +48.9% | +47.9% |
| YTD | 0.0% | +15.3% | -15.3% | -2.1% |
| 1Y | -10.3% | +17.9% | -28.2% | -12.5% |
| 3Y | +32.4% | +71.9% | -39.5% | +22.3% |
| 5Y | -77.9% | +45.3% | -123.2% | -79.3% |
| All | +72.2% | +108.3% | -36.1% | +82.2% |
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