+23,589.7%
PH vs EVRG
+2,261.4%
+21,328.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.5% |
| 7D | +4.1% | +1.4% | +2.7% | +3.5% |
| 30D | -0.1% | +7.4% | -7.5% | -3.1% |
| 3M | -9.6% | +7.2% | -16.8% | -12.3% |
| 6M | +8.5% | +9.5% | -0.9% | +4.3% |
| YTD | +9.4% | +25.6% | -16.2% | -0.9% |
| 1Y | +14.2% | +20.3% | -6.1% | +5.2% |
| 3Y | +134.0% | +108.8% | +25.2% | +69.6% |
| 5Y | +203.8% | +67.9% | +135.8% | +138.7% |
| 10Y | +695.6% | +124.6% | +571.0% | +444.4% |
| All | +23,589.7% | +2,261.4% | +21,328.4% | +7,664.4% |
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