+246.6%
PAAS vs EVRG
+72.7%
+173.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.5% | -1.1% |
| 7D | +2.0% | +0.9% | +1.1% | +1.5% |
| 30D | -0.1% | -0.5% | +0.5% | 0.0% |
| 3M | +8.2% | +1.5% | +6.7% | +6.9% |
| 6M | -13.8% | +1.2% | -15.0% | -14.9% |
| YTD | -0.6% | +16.3% | -17.0% | -10.5% |
| 1Y | +44.0% | +20.3% | +23.7% | +26.6% |
| 3Y | +246.6% | +72.3% | +174.3% | +121.7% |
| All | +246.6% | +72.7% | +173.9% | +121.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling