+74.7%
PBR vs EVRG
+17.7%
+57.0%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -0.9% |
| 7D | +5.4% | +0.1% | +5.3% | +5.4% |
| 30D | +22.9% | -1.2% | +24.1% | +23.0% |
| 3M | +19.6% | -0.6% | +20.3% | +19.4% |
| 6M | +16.5% | +2.4% | +14.0% | +15.0% |
| YTD | +86.7% | +15.5% | +71.2% | +78.0% |
| 1Y | +74.7% | +16.8% | +57.9% | +64.7% |
| All | +74.7% | +17.7% | +57.0% | +64.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling