+98.6%
DOCU vs EVRG
+123.3%
-24.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -2.1% |
| 7D | -3.2% | +2.3% | -5.6% | -3.4% |
| 30D | +15.7% | +8.8% | +6.9% | +14.8% |
| 3M | +37.3% | +6.1% | +31.2% | +36.5% |
| 6M | +63.1% | +8.9% | +54.2% | +61.5% |
| YTD | +15.4% | +23.6% | -8.3% | +12.2% |
| 1Y | +11.3% | +17.8% | -6.5% | +8.9% |
| 3Y | +92.1% | +92.9% | -0.8% | +75.1% |
| 5Y | -70.5% | +64.4% | -134.9% | -72.5% |
| All | +98.6% | +123.3% | -24.7% | +108.8% |
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