+251.1%
PH vs EVRG
+44.9%
+206.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.6% | -0.2% |
| 7D | 0.0% | +0.6% | -0.5% | -0.2% |
| 30D | -10.3% | -0.2% | -10.1% | -10.2% |
| 3M | +5.1% | -0.5% | +5.5% | +5.1% |
| 6M | +2.3% | +0.2% | +2.1% | +2.0% |
| YTD | +8.7% | +14.9% | -6.2% | +3.1% |
| 1Y | +26.8% | +18.2% | +8.5% | +18.6% |
| 3Y | +139.2% | +70.2% | +69.0% | +92.2% |
| 5Y | +251.1% | +45.3% | +205.8% | +204.9% |
| All | +251.1% | +44.9% | +206.2% | +204.9% |
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 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