-77.8%
PLTD vs EVRG
+50.8%
-128.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -1.6% | +2.5% | -4.0% | -1.7% |
| 30D | +18.5% | +8.4% | +10.1% | +18.0% |
| 3M | -2.4% | +8.6% | -11.0% | -2.8% |
| 6M | -34.6% | +7.7% | -42.3% | -34.7% |
| YTD | -21.4% | +25.0% | -46.4% | -18.6% |
| 1Y | -16.8% | +18.7% | -35.5% | -15.3% |
| All | -77.8% | +50.8% | -128.6% | -74.6% |
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 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