+3,449.8%
PFE vs EVRG
+2,249.8%
+1,200.1%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.4% | +0.3% |
| 7D | -3.0% | +2.5% | -5.4% | -3.7% |
| 30D | +5.2% | +8.4% | -3.2% | +2.7% |
| 3M | +12.2% | +8.6% | +3.7% | +9.4% |
| 6M | +17.8% | +7.7% | +10.1% | +15.0% |
| YTD | +26.2% | +25.0% | +1.2% | +17.5% |
| 1Y | +23.2% | +18.7% | +4.4% | +16.5% |
| 3Y | +21.3% | +102.1% | -80.8% | -3.0% |
| 5Y | -23.1% | +66.8% | -89.9% | -35.3% |
| 10Y | +50.7% | +123.5% | -72.8% | +13.2% |
| All | +3,449.8% | +2,249.8% | +1,200.1% | +1,247.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling