-81.0%
PATH vs EVRG
+68.9%
-149.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.4% |
| 7D | -2.7% | +2.5% | -5.2% | -2.8% |
| 30D | -1.4% | +8.4% | -9.7% | -1.5% |
| 3M | -16.4% | +8.6% | -25.0% | -16.6% |
| 6M | +23.3% | +7.7% | +15.6% | +22.9% |
| YTD | -19.8% | +25.0% | -44.8% | -21.8% |
| 1Y | -8.6% | +18.7% | -27.3% | -10.1% |
| 3Y | -24.0% | +102.1% | -126.1% | -33.7% |
| 5Y | -77.1% | +66.8% | -144.0% | -79.2% |
| All | -81.0% | +68.9% | -149.8% | -82.5% |
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