-76.9%
PLTD vs EVRG
+38.6%
-115.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.3% |
| 7D | -0.9% | +0.6% | -1.5% | -0.9% |
| 30D | +1.3% | -0.2% | +1.6% | +1.4% |
| 3M | -32.9% | -0.5% | -32.4% | -32.7% |
| 6M | -24.9% | +0.2% | -25.1% | -24.7% |
| YTD | -18.2% | +14.9% | -33.1% | -14.9% |
| 1Y | -28.7% | +18.2% | -46.9% | -25.1% |
| All | -76.9% | +38.6% | -115.6% | -73.4% |
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