+368.5%
PSX vs EVRG
+44.9%
+323.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.9% | +0.9% |
| 7D | +1.8% | +0.6% | +1.3% | +1.7% |
| 30D | +21.6% | -0.2% | +21.9% | +21.7% |
| 3M | +46.5% | -0.5% | +46.9% | +46.4% |
| 6M | +62.0% | +0.2% | +61.8% | +61.5% |
| YTD | +106.3% | +14.9% | +91.4% | +98.8% |
| 1Y | +103.0% | +18.2% | +84.7% | +93.9% |
| 3Y | +135.5% | +70.2% | +65.4% | +105.2% |
| 5Y | +368.5% | +45.3% | +323.2% | +334.8% |
| All | +368.5% | +44.9% | +323.6% | +334.8% |
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