+140.8%
PH vs EVRG
+72.7%
+68.1%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +0.4% | +0.9% | -0.5% | +0.2% |
| 30D | -10.8% | -0.5% | -10.3% | -10.7% |
| 3M | +8.5% | +1.5% | +6.9% | +8.0% |
| 6M | +3.9% | +1.2% | +2.8% | +3.5% |
| YTD | +9.4% | +16.3% | -6.9% | +5.4% |
| 1Y | +26.8% | +20.3% | +6.5% | +20.6% |
| 3Y | +140.8% | +72.3% | +68.5% | +102.9% |
| All | +140.8% | +72.7% | +68.1% | +102.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling