-77.5%
PLTD vs EVRG
+39.2%
-116.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.5% | +5.1% | +4.6% |
| 7D | +5.9% | +1.1% | +4.8% | +5.9% |
| 30D | -11.6% | -1.0% | -10.6% | -11.6% |
| 3M | -29.9% | +0.4% | -30.3% | -29.8% |
| 6M | -28.5% | -0.8% | -27.7% | -28.6% |
| YTD | -20.4% | +15.3% | -35.7% | -17.2% |
| 1Y | -33.3% | +17.9% | -51.2% | -30.0% |
| All | -77.5% | +39.2% | -116.7% | -74.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling