+198.7%
PDD vs EVRG
+102.4%
+96.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.9% | -3.9% | -3.0% |
| 7D | -4.1% | +0.9% | -5.0% | -4.1% |
| 30D | -13.1% | -0.5% | -12.5% | -13.1% |
| 3M | -3.5% | +1.5% | -5.0% | -3.6% |
| 6M | -21.8% | +1.2% | -23.0% | -21.8% |
| YTD | -29.7% | +16.3% | -46.0% | -30.0% |
| 1Y | -36.2% | +20.3% | -56.5% | -36.6% |
| 3Y | -16.4% | +72.3% | -88.7% | -18.1% |
| 5Y | -23.8% | +46.7% | -70.5% | -25.1% |
| All | +198.7% | +102.4% | +96.3% | +211.4% |
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