-21.5%
PDD vs EVRG
+48.0%
-69.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.7% |
| 7D | -4.1% | +1.1% | -5.2% | -4.1% |
| 30D | -9.6% | -1.0% | -8.6% | -9.6% |
| 3M | -4.3% | +0.4% | -4.7% | -4.4% |
| 6M | -18.8% | -0.8% | -17.9% | -18.8% |
| YTD | -27.5% | +15.3% | -42.8% | -28.1% |
| 1Y | -33.6% | +17.9% | -51.5% | -34.2% |
| 3Y | -20.4% | +71.9% | -92.3% | -23.5% |
| All | -21.5% | +48.0% | -69.5% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling