+16.6%
PFGC vs EVRG
+19.2%
-2.6%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | +3.4% | +1.4% | +2.0% | +2.9% |
| 30D | +16.9% | +7.4% | +9.5% | +14.2% |
| 3M | +6.4% | +7.2% | -0.8% | +3.9% |
| 6M | +16.0% | +9.5% | +6.5% | +12.5% |
| YTD | +23.6% | +25.6% | -1.9% | +12.6% |
| 1Y | +16.6% | +20.4% | -3.7% | +7.5% |
| All | +16.6% | +19.2% | -2.6% | +7.5% |
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 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