+108.7%
PFGC vs EVRG
+44.9%
+63.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -3.7% | +0.6% | -4.3% | -3.9% |
| 30D | -16.0% | -0.2% | -15.7% | -16.0% |
| 3M | -4.1% | -0.5% | -3.7% | -4.1% |
| 6M | +8.7% | +0.2% | +8.5% | +8.4% |
| YTD | +6.4% | +14.9% | -8.5% | +0.7% |
| 1Y | -8.4% | +18.2% | -26.6% | -14.2% |
| 3Y | +61.8% | +70.2% | -8.4% | +31.4% |
| 5Y | +108.7% | +45.3% | +63.4% | +83.2% |
| All | +108.7% | +44.9% | +63.8% | +83.2% |
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