+3,942.5%
PNC vs EVRG
+2,060.4%
+1,882.1%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.4% |
| 7D | -0.7% | +0.6% | -1.3% | -1.0% |
| 30D | -4.4% | -0.2% | -4.2% | -4.4% |
| 3M | +4.5% | -0.5% | +4.9% | +4.6% |
| 6M | +19.1% | +0.2% | +18.9% | +18.6% |
| YTD | +18.0% | +14.9% | +3.1% | +10.2% |
| 1Y | +24.1% | +18.2% | +5.8% | +14.1% |
| 3Y | +130.0% | +70.2% | +59.8% | +77.5% |
| 5Y | +50.4% | +45.3% | +5.1% | +23.4% |
| 10Y | +271.3% | +112.4% | +158.9% | +151.3% |
| All | +3,942.5% | +2,060.4% | +1,882.1% | +1,039.7% |
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