+197.9%
PAAS vs EVRG
+123.3%
+74.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.1% |
| 7D | -7.0% | +1.0% | -8.0% | -7.4% |
| 30D | -15.3% | +7.5% | -22.8% | -17.5% |
| 3M | -27.7% | +6.8% | -34.6% | -29.5% |
| 6M | -40.5% | +7.7% | -48.2% | -42.2% |
| YTD | -26.5% | +24.9% | -51.4% | -32.4% |
| 1Y | -0.8% | +18.1% | -18.9% | -7.0% |
| 3Y | +196.9% | +101.9% | +95.0% | +130.8% |
| 5Y | +49.2% | +67.0% | -17.8% | +23.0% |
| All | +197.9% | +123.3% | +74.6% | +130.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling