+49.0%
PHM vs EVRG
+71.7%
-22.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.3% |
| 7D | -3.9% | +0.6% | -4.4% | -4.1% |
| 30D | -8.6% | -0.2% | -8.3% | -8.6% |
| 3M | -2.9% | -0.5% | -2.5% | -2.7% |
| 6M | -5.7% | +0.2% | -5.9% | -5.8% |
| YTD | +1.9% | +14.9% | -13.0% | -5.1% |
| 1Y | -12.3% | +18.2% | -30.5% | -19.6% |
| All | +49.0% | +71.7% | -22.7% | +5.2% |
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 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