+2.5%
PEP vs EVRG
+18.7%
-16.2%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.1% |
| 7D | -0.3% | +1.0% | -1.3% | -0.8% |
| 30D | +11.8% | +7.5% | +4.3% | +8.2% |
| 3M | +3.7% | +6.8% | -3.2% | +0.6% |
| 6M | -4.3% | +7.7% | -12.1% | -7.5% |
| YTD | +2.1% | +24.9% | -22.7% | -6.7% |
| 1Y | +2.5% | +18.1% | -15.6% | -5.3% |
| All | +2.5% | +18.7% | -16.2% | -5.3% |
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 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