+1,112.1%
PSX vs EVRG
+417.6%
+694.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.4% |
| 7D | +4.5% | +1.1% | +3.4% | +4.1% |
| 30D | +26.6% | -1.0% | +27.6% | +27.0% |
| 3M | +39.3% | +0.4% | +38.9% | +38.7% |
| 6M | +56.8% | -0.8% | +57.7% | +56.5% |
| YTD | +101.8% | +15.3% | +86.5% | +89.2% |
| 1Y | +99.6% | +17.9% | +81.7% | +85.1% |
| 3Y | +140.3% | +71.9% | +68.4% | +88.4% |
| 5Y | +339.3% | +45.3% | +294.1% | +264.4% |
| 10Y | +369.9% | +113.1% | +256.8% | +227.0% |
| All | +1,112.1% | +417.6% | +694.5% | +383.6% |
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 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