+5,972.2%
DOV vs EVRG
+2,087.5%
+3,884.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.6% |
| 7D | +2.5% | +0.9% | +1.6% | +2.2% |
| 30D | -7.5% | -0.5% | -7.0% | -7.4% |
| 3M | -9.7% | +1.5% | -11.2% | -10.3% |
| 6M | -6.1% | +1.2% | -7.2% | -6.7% |
| YTD | +0.5% | +16.3% | -15.8% | -5.7% |
| 1Y | +10.5% | +20.3% | -9.7% | +2.1% |
| 3Y | +41.7% | +72.3% | -30.6% | +12.5% |
| 5Y | +18.4% | +46.7% | -28.2% | -0.4% |
| 10Y | +289.8% | +113.8% | +176.0% | +177.3% |
| All | +5,972.2% | +2,087.5% | +3,884.7% | +1,903.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling