+2,170.2%
EVRG vs DOC
+2,934.4%
-764.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.1% | -2.2% | 0.0% |
| 7D | +2.3% | +8.7% | -6.4% | -0.1% |
| 30D | +9.0% | +7.6% | +1.4% | +6.7% |
| 3M | +3.7% | -5.3% | +8.9% | +5.1% |
| 6M | +6.8% | +27.6% | -20.8% | -1.1% |
| YTD | +21.9% | +32.4% | -10.5% | +11.5% |
| 1Y | +15.8% | +22.9% | -7.1% | +8.0% |
| 3Y | +90.3% | +43.1% | +47.2% | +68.1% |
| 5Y | +65.1% | -21.4% | +86.5% | +71.1% |
| 10Y | +118.4% | +16.8% | +101.5% | +98.8% |
| All | +2,170.2% | +2,934.4% | -764.2% | +1,031.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling