+239.7%
PAAS vs EVRG
+111.7%
+128.0%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.2% | +5.0% | +4.2% |
| 7D | +2.6% | +0.6% | +2.1% | +2.4% |
| 30D | +2.5% | -0.2% | +2.7% | +2.4% |
| 3M | +15.1% | -0.5% | +15.5% | +15.0% |
| 6M | -12.1% | +0.2% | -12.2% | -12.4% |
| YTD | +3.1% | +14.9% | -11.8% | -2.4% |
| 1Y | +50.8% | +18.2% | +32.6% | +41.4% |
| 3Y | +259.5% | +70.2% | +189.3% | +195.8% |
| 5Y | +126.3% | +45.3% | +81.0% | +95.0% |
| 10Y | +239.7% | +112.4% | +127.3% | +142.5% |
| All | +239.7% | +111.7% | +128.0% | +142.5% |
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