+8,390.6%
PWR vs EVRG
+663.1%
+7,727.5%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.9% |
| 7D | +3.6% | +1.1% | +2.5% | +3.1% |
| 30D | -8.6% | -1.0% | -7.6% | -8.2% |
| 3M | -13.2% | +0.4% | -13.6% | -13.6% |
| 6M | +9.9% | -0.8% | +10.7% | +10.0% |
| YTD | +48.0% | +15.3% | +32.7% | +38.5% |
| 1Y | +66.2% | +17.9% | +48.3% | +53.8% |
| 3Y | +195.1% | +71.9% | +123.2% | +127.8% |
| 5Y | +442.6% | +45.3% | +397.3% | +347.0% |
| 10Y | +2,334.2% | +113.1% | +2,221.2% | +1,511.6% |
| All | +8,390.6% | +663.1% | +7,727.5% | +2,338.8% |
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 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