-22.3%
PINS vs EVRG
+103.9%
-126.2%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | -2.1% | +1.9% | -3.9% | -2.7% |
| 30D | -6.6% | +9.0% | -15.7% | -9.6% |
| 3M | -18.7% | +6.3% | -25.1% | -20.7% |
| 6M | -10.4% | +9.9% | -20.3% | -13.9% |
| YTD | -26.8% | +23.8% | -50.6% | -33.5% |
| 1Y | -27.9% | +19.9% | -47.7% | -33.7% |
| 3Y | -38.7% | +94.3% | -132.9% | -55.5% |
| 5Y | -59.0% | +64.6% | -123.6% | -68.5% |
| All | -22.3% | +103.9% | -126.2% | -26.6% |
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