+20.5%
DOV vs EVRG
+15.1%
+5.4%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -0.6% |
| 7D | +2.2% | +2.3% | -0.1% | +1.7% |
| 30D | +11.2% | +9.0% | +2.2% | +8.9% |
| 3M | +1.6% | +3.7% | -2.1% | +0.6% |
| 6M | -3.2% | +6.8% | -10.0% | -4.8% |
| YTD | +9.7% | +21.9% | -12.2% | +5.2% |
| 1Y | +20.5% | +15.8% | +4.7% | +16.6% |
| All | +20.5% | +15.1% | +5.4% | +16.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling