+45.3%
EVRG vs PFG
+109.8%
-64.5%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.9% | -0.4% | -1.1% |
| 7D | +0.6% | +3.2% | -2.7% | -0.1% |
| 30D | -0.2% | +0.9% | -1.2% | -0.5% |
| 3M | -0.5% | +7.7% | -8.2% | -2.1% |
| 6M | +0.2% | +29.0% | -28.8% | -5.2% |
| YTD | +14.9% | +32.5% | -17.6% | +7.7% |
| 1Y | +18.2% | +47.3% | -29.1% | +8.0% |
| 3Y | +70.2% | +68.2% | +1.9% | +48.4% |
| 5Y | +45.3% | +108.5% | -63.1% | +21.2% |
| All | +45.3% | +109.8% | -64.5% | +21.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 5y: compounded portfolio wealth divided by compounded PFG 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…
5y analysis · Full analysis span regression · 6 months rolling