-77.3%
PLTD vs EVRG
+51.5%
-128.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.1% |
| 7D | -4.8% | +1.4% | -6.2% | -4.9% |
| 30D | +16.9% | +7.4% | +9.5% | +16.3% |
| 3M | +2.6% | +7.2% | -4.6% | +2.2% |
| 6M | -36.2% | +9.5% | -45.7% | -36.3% |
| YTD | -19.4% | +25.6% | -45.0% | -16.5% |
| 1Y | -22.5% | +20.3% | -42.9% | -21.0% |
| All | -77.3% | +51.5% | -128.8% | -73.9% |
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