+23,761.0%
PH vs EVRG
+2,068.9%
+21,692.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -3.1% | +1.1% | -4.2% | -3.5% |
| 30D | -3.2% | -1.0% | -2.2% | -2.9% |
| 3M | +10.6% | +0.4% | +10.2% | +10.3% |
| 6M | -2.1% | -0.8% | -1.3% | -2.1% |
| YTD | +10.2% | +15.3% | -5.2% | +3.5% |
| 1Y | +28.2% | +17.9% | +10.3% | +19.1% |
| 3Y | +134.9% | +71.9% | +63.0% | +84.6% |
| 5Y | +253.6% | +45.3% | +208.4% | +195.2% |
| 10Y | +804.7% | +113.1% | +691.7% | +534.2% |
| All | +23,761.0% | +2,068.9% | +21,692.1% | +8,012.4% |
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