+102.5%
PSX vs EVRG
+18.2%
+84.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.0% | -0.9% |
| 7D | +1.5% | -0.7% | +2.2% | +1.5% |
| 30D | +15.8% | 0.0% | +15.8% | +15.8% |
| 3M | +43.0% | -1.0% | +44.0% | +42.9% |
| 6M | +61.1% | +1.0% | +60.1% | +60.9% |
| YTD | +104.5% | +15.1% | +89.4% | +105.6% |
| 1Y | +102.5% | +17.6% | +85.0% | +106.2% |
| All | +102.5% | +18.2% | +84.3% | +106.2% |
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 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