DTE monthly performance report
Monthly DTE research: returns, drawdown, relative strength, seasonality, and key stats.
DTE monthly report
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Key takeaways
- DTE Energy (DTE) closed August 2026 at $136.24, down 3.97% for the month and −1.57% over the trailing 12 months.
- Year-to-date, DTE is +5.63%, underperforming the S&P 500 which has returned +13.08% YTD.
- The stock is trading −3.76% versus its 200-day moving average ($141.56), a cautious technical signal.
- Over the past three years, DTE has underperformed the S&P 500 by −45.41%, with a relative strength index reading of 74.5.
- Win rate over the trailing 39 months stands at 51.3% — 20 positive months versus 19 negative months.
DTE Energy ended August 2026 at $136.24, posting a monthly return of −3.97%. The S&P 500 returned +3.22% over the same window, leaving relative performance at −7.19%.
The current quarter stands at −9.97% (Q3 2026 (QTD)), while medium-term trend remains soft: price is −3.76% versus the 200-day moving average ($141.56).
Year-to-date, DTE is +5.63% against SPY +13.08%, a gap of −7.45%. The stock is currently −12.52% below its 52-week high, with maximum 3-year drawdown at −12.44%.
| Period | DTE | S&P 500 (SPY) | Excess return |
|---|---|---|---|
| 1 Day | −1.07% | +0.66% | −1.72% |
| 1 Week | −1.38% | +1.11% | −2.50% |
| 1 Month | −3.97% | +3.22% | −7.19% |
| 3 Months | −6.24% | +3.41% | −9.65% |
| 6 Months | −6.70% | +11.25% | −17.94% |
| YTD | +5.63% | +13.08% | −7.45% |
| 12 Months | −1.57% | +19.25% | −20.82% |
| 3 Years | +29.85% | +75.26% | −45.41% |
| Rank | Month | Return |
|---|---|---|
| #1 | Feb 2025 | +12.30% |
| #2 | Nov 2023 | +10.52% |
| #3 | Feb 2026 | +10.40% |
| #4 | Jul 2024 | +8.16% |
| #5 | Jun 2026 | +7.51% |
| Rank | Month | Return |
|---|---|---|
| #1 | Aug 2023 | −9.28% |
| #2 | Jul 2026 | −7.01% |
| #3 | May 2026 | −5.78% |
| #4 | Dec 2025 | −5.12% |
| #5 | Jun 2024 | −4.70% |
| Quarter | Return |
|---|---|
| Q2 2025 | −3.81% |
| Q3 2025 | +6.49% |
| Q4 2025 | −7.53% |
| Q1 2026 | +13.46% |
| Q2 2026 | +5.81% |
| Q3 2026 (QTD) | −9.97% |
| Year | Return |
|---|---|
| 2023 | −1.87% |
| 2024 | +9.92% |
| 2025 | +7.67% |
| 2026 | +8.08% |
| Metric | Value |
|---|---|
| 52-Week High | $155.74 (2026-07-07) |
| 52-Week Low | $126.23 (2025-12-22) |
| Current Price | $136.24 |
| 200-Day Moving Average | $141.56 |
| Price vs 200DMA | −3.76% |
| 3-Year Maximum Drawdown | −12.44% (2026-08-21) |
| Current Drawdown from 52W High | −12.52% |
| RS metric | Value |
|---|---|
| RS Index (3-year, rebased to 100) | 74.5 |
| 3-Year Excess Return vs S&P 500 | −45.41% |
| RS Peak | 110 (Apr 2025) |
| RS Trough | 74.5 (Aug 2026) |
| Status | Underperforming Benchmark |
Frequently asked questions
What was DTE's return for this report period?
DTE returned −3.97% in the latest monthly window ending 2026-08-27.
Has DTE outperformed SPY year to date?
YTD DTE: +5.63% vs SPY: +13.08%.
What is DTE's 12-month return?
−1.57% over the trailing 12 months.
Is DTE above or below its 200-day moving average?
Price is −3.76% versus 200DMA ($141.56).
What is the maximum drawdown in the 3-year window?
−12.44% on 2026-08-21.