+18.7%
PATH vs EVRG
+18.5%
+0.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +0.9% | -8.6% | -6.9% |
| 7D | -22.8% | +0.9% | -23.7% | -22.1% |
| 30D | -6.9% | -0.5% | -6.4% | -7.2% |
| 3M | +25.4% | +1.5% | +23.9% | +28.1% |
| 6M | +18.1% | +1.2% | +17.0% | +21.4% |
| YTD | -14.5% | +16.3% | -30.8% | -1.2% |
| 1Y | +18.7% | +20.3% | -1.5% | +33.1% |
| All | +18.7% | +18.5% | +0.3% | +33.1% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling