-81.1%
PATH vs EVRG
+67.1%
-148.2%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.4% | -5.1% | -3.7% |
| 7D | -5.6% | +2.3% | -7.9% | -5.6% |
| 30D | -0.7% | +8.8% | -9.5% | -0.9% |
| 3M | -5.9% | +6.1% | -12.0% | -6.0% |
| 6M | +21.6% | +8.9% | +12.7% | +21.0% |
| YTD | -20.6% | +23.6% | -44.3% | -22.6% |
| 1Y | -10.6% | +17.8% | -28.4% | -12.2% |
| 3Y | -24.9% | +92.9% | -117.8% | -33.9% |
| 5Y | -76.8% | +64.4% | -141.2% | -79.0% |
| All | -81.1% | +67.1% | -148.2% | -82.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling