+306.9%
PSX vs EVRG
+65.8%
+241.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.7% |
| 7D | +6.4% | +1.0% | +5.4% | +6.2% |
| 30D | -10.2% | +7.5% | -17.7% | -11.6% |
| 3M | +17.2% | +6.8% | +10.3% | +15.5% |
| 6M | +51.8% | +7.7% | +44.0% | +49.1% |
| YTD | +108.0% | +24.9% | +83.1% | +96.8% |
| 1Y | +96.1% | +18.1% | +78.0% | +88.1% |
| 3Y | +155.9% | +101.9% | +54.0% | +114.2% |
| 5Y | +306.9% | +67.0% | +239.9% | +252.6% |
| All | +306.9% | +65.8% | +241.1% | +252.6% |
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