-77.0%
PLTD vs EVRG
+40.4%
-117.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.9% | +1.5% | +2.3% |
| 7D | +4.5% | +0.9% | +3.7% | +4.6% |
| 30D | -0.7% | -0.5% | -0.2% | -0.7% |
| 3M | -31.0% | +1.5% | -32.6% | -30.8% |
| 6M | -24.8% | +1.2% | -26.0% | -24.7% |
| YTD | -18.6% | +16.3% | -34.9% | -15.2% |
| 1Y | -31.8% | +20.3% | -52.1% | -28.2% |
| All | -77.0% | +40.4% | -117.4% | -73.5% |
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