+119.2%
EVRG vs DOC
+14.9%
+104.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.6% | +1.5% |
| 7D | +2.3% | +6.2% | -3.9% | -0.1% |
| 30D | +8.8% | +6.5% | +2.3% | +6.0% |
| 3M | +6.1% | -6.2% | +12.4% | +8.6% |
| 6M | +8.9% | +25.6% | -16.7% | -2.0% |
| YTD | +23.6% | +32.1% | -8.4% | +8.3% |
| 1Y | +17.8% | +20.3% | -2.5% | +7.3% |
| 3Y | +92.9% | +42.7% | +50.2% | +59.1% |
| 5Y | +64.4% | -22.2% | +86.5% | +75.3% |
| All | +119.2% | +14.9% | +104.3% | +90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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