+3,280.0%
PFE vs EVRG
+2,068.9%
+1,211.0%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -1.1% |
| 7D | +1.8% | +1.1% | +0.6% | +1.4% |
| 30D | +10.2% | -1.0% | +11.2% | +10.5% |
| 3M | +12.7% | +0.4% | +12.3% | +12.4% |
| 6M | +10.5% | -0.8% | +11.4% | +10.6% |
| YTD | +20.2% | +15.3% | +4.8% | +14.7% |
| 1Y | +24.1% | +17.9% | +6.2% | +17.6% |
| 3Y | -3.6% | +71.9% | -75.5% | -19.1% |
| 5Y | -20.9% | +45.3% | -66.1% | -30.5% |
| 10Y | +35.8% | +113.1% | -77.2% | +3.6% |
| All | +3,280.0% | +2,068.9% | +1,211.0% | +1,215.5% |
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