-8.6%
PATH vs EVRG
+18.9%
-27.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.1% | +2.5% | +2.3% |
| 7D | -2.7% | +2.5% | -5.2% | -0.4% |
| 30D | -1.4% | +8.4% | -9.7% | +6.9% |
| 3M | -16.4% | +8.6% | -25.0% | -9.4% |
| 6M | +23.3% | +7.7% | +15.6% | +33.8% |
| YTD | -19.8% | +25.0% | -44.8% | +1.8% |
| 1Y | -8.6% | +18.7% | -27.3% | +11.8% |
| All | -8.6% | +18.9% | -27.5% | +11.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling