+548.8%
PLTR vs EVRG
+44.9%
+503.9%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.8% | -0.2% |
| 7D | 0.0% | +0.6% | -0.5% | 0.0% |
| 30D | -3.3% | -0.2% | -3.0% | -3.3% |
| 3M | +28.4% | -0.5% | +28.8% | +28.3% |
| 6M | +8.4% | +0.2% | +8.2% | +7.9% |
| YTD | -4.6% | +14.9% | -19.5% | -8.0% |
| 1Y | +4.4% | +18.2% | -13.8% | 0.0% |
| 3Y | +1,020.5% | +70.2% | +950.3% | +888.2% |
| 5Y | +548.8% | +45.3% | +503.5% | +464.8% |
| All | +548.8% | +44.9% | +503.9% | +464.8% |
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