+292.2%
DOV vs EVRG
+113.9%
+178.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.7% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -8.9% | -1.2% | -7.7% | -8.4% |
| 3M | -13.3% | -0.6% | -12.6% | -13.2% |
| 6M | -9.7% | +2.4% | -12.1% | -11.0% |
| YTD | -2.5% | +15.5% | -17.9% | -9.3% |
| 1Y | +7.2% | +16.8% | -9.6% | -1.2% |
| 3Y | +39.4% | +75.0% | -35.6% | +4.2% |
| 5Y | +15.8% | +49.3% | -33.5% | -7.1% |
| All | +292.2% | +113.9% | +178.3% | +175.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling