+180.5%
PL vs EVRG
+17.4%
+163.1%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.5% |
| 7D | -9.3% | +1.1% | -10.4% | -8.6% |
| 30D | -18.9% | -1.0% | -17.9% | -19.3% |
| 3M | -58.4% | +0.4% | -58.8% | -57.9% |
| 6M | -30.3% | -0.8% | -29.5% | -28.0% |
| YTD | -8.1% | +15.3% | -23.5% | -2.2% |
| 1Y | +180.5% | +17.9% | +162.6% | +326.1% |
| All | +180.5% | +17.4% | +163.1% | +326.1% |
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