-0.4%
PL vs EVRG
+15.1%
-15.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +0.9% | -7.3% | -5.8% |
| 7D | -11.7% | +2.3% | -14.1% | -10.4% |
| 30D | -27.1% | +9.0% | -36.1% | -23.4% |
| 3M | -44.6% | +3.7% | -48.3% | -43.2% |
| 6M | -67.2% | +6.8% | -74.0% | -65.4% |
| YTD | -35.9% | +21.9% | -57.8% | -32.9% |
| 1Y | -0.4% | +15.8% | -16.2% | +7.8% |
| All | -0.4% | +15.1% | -15.5% | +7.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling