+5,914.2%
DOV vs EVRG
+2,068.9%
+3,845.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -2.7% | +1.1% | -3.8% | -3.1% |
| 30D | -8.1% | -1.0% | -7.1% | -7.8% |
| 3M | -9.4% | +0.4% | -9.8% | -9.7% |
| 6M | -12.6% | -0.8% | -11.8% | -12.5% |
| YTD | -0.5% | +15.3% | -15.8% | -6.3% |
| 1Y | +9.2% | +17.9% | -8.6% | +1.7% |
| 3Y | +34.1% | +71.9% | -37.8% | +6.6% |
| 5Y | +17.3% | +45.3% | -28.0% | -1.0% |
| 10Y | +284.9% | +113.1% | +171.9% | +174.3% |
| All | +5,914.2% | +2,068.9% | +3,845.3% | +1,890.6% |
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 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