-54.6%
PODD vs EVRG
+45.7%
-100.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | -10.6% | -0.7% | -9.9% | -10.3% |
| 30D | -6.9% | 0.0% | -6.9% | -7.0% |
| 3M | -10.6% | -1.0% | -9.7% | -10.1% |
| 6M | -43.5% | +1.0% | -44.4% | -43.7% |
| YTD | -52.6% | +15.1% | -67.7% | -55.7% |
| 1Y | -60.1% | +17.6% | -77.7% | -63.2% |
| 3Y | -21.7% | +70.5% | -92.1% | -40.9% |
| 5Y | -54.6% | +48.9% | -103.4% | -63.2% |
| All | -54.6% | +45.7% | -100.2% | -63.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling