+39.2%
PLD vs EVRG
+100.3%
-61.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.5% | +2.3% | +2.5% |
| 7D | +0.7% | +1.7% | -1.0% | -0.3% |
| 30D | +0.8% | +8.7% | -7.9% | -3.9% |
| 3M | -6.1% | +6.4% | -12.5% | -9.5% |
| 6M | -8.0% | +9.4% | -17.4% | -12.9% |
| YTD | +4.7% | +24.5% | -19.8% | -8.6% |
| 1Y | +7.2% | +20.5% | -13.3% | -4.6% |
| 3Y | +39.2% | +101.6% | -62.4% | -10.7% |
| All | +39.2% | +100.3% | -61.1% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling