+3,485.2%
PNR vs EVRG
+2,060.4%
+1,424.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.4% |
| 7D | -3.9% | +0.6% | -4.4% | -4.1% |
| 30D | -13.8% | -0.2% | -13.6% | -13.8% |
| 3M | -22.5% | -0.5% | -22.1% | -22.4% |
| 6M | -37.2% | +0.2% | -37.3% | -37.2% |
| YTD | -44.2% | +14.9% | -59.1% | -47.1% |
| 1Y | -46.6% | +18.2% | -64.9% | -50.0% |
| 3Y | -12.5% | +70.2% | -82.7% | -28.8% |
| 5Y | -19.3% | +45.3% | -64.7% | -30.8% |
| 10Y | +67.5% | +112.4% | -44.9% | +22.0% |
| All | +3,485.2% | +2,060.4% | +1,424.8% | +1,269.9% |
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