-75.7%
PATH vs EVRG
+45.5%
-121.2%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -0.5% | -16.2% | -16.6% |
| 7D | -16.3% | +1.1% | -17.4% | -16.4% |
| 30D | +9.9% | -1.0% | +10.9% | +10.0% |
| 3M | +30.2% | +0.4% | +29.8% | +29.9% |
| 6M | +37.2% | -0.8% | +38.1% | +37.0% |
| YTD | -7.3% | +15.3% | -22.7% | -10.3% |
| 1Y | +40.0% | +17.9% | +22.1% | +34.4% |
| 3Y | -4.4% | +71.9% | -76.3% | -18.5% |
| All | -75.7% | +45.5% | -121.2% | -80.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling