-81.2%
PATH vs EVRG
+67.3%
-148.5%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -5.3% | +1.9% | -7.2% | -5.4% |
| 30D | -0.5% | +9.0% | -9.6% | -0.8% |
| 3M | -7.1% | +6.3% | -13.5% | -7.3% |
| 6M | +23.8% | +9.9% | +13.9% | +23.1% |
| YTD | -20.7% | +23.8% | -44.5% | -22.7% |
| 1Y | -8.1% | +19.9% | -28.0% | -9.9% |
| 3Y | -21.8% | +94.3% | -116.1% | -31.3% |
| 5Y | -76.8% | +64.6% | -141.5% | -79.0% |
| All | -81.2% | +67.3% | -148.5% | -82.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling