+824.1%
PODD vs EVRG
+547.4%
+276.7%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.8% |
| 7D | +1.6% | +1.1% | +0.5% | +1.1% |
| 30D | +10.7% | -1.0% | +11.7% | +11.2% |
| 3M | +0.7% | +0.4% | +0.3% | +0.6% |
| 6M | -39.3% | -0.8% | -38.4% | -39.0% |
| YTD | -48.1% | +15.3% | -63.5% | -51.9% |
| 1Y | -57.4% | +17.9% | -75.3% | -61.1% |
| 3Y | -23.3% | +71.9% | -95.2% | -43.3% |
| 5Y | -51.3% | +45.3% | -96.5% | -60.8% |
| 10Y | +242.0% | +113.1% | +129.0% | +96.2% |
| All | +824.1% | +547.4% | +276.7% | +80.7% |
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