-36.8%
PTC vs EVRG
+19.4%
-56.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.0% | -3.3% |
| 7D | -13.6% | +0.6% | -14.1% | -13.5% |
| 30D | -14.7% | -0.2% | -14.4% | -14.7% |
| 3M | -5.9% | -0.5% | -5.4% | -6.1% |
| 6M | -21.1% | +0.2% | -21.3% | -21.2% |
| YTD | -26.0% | +14.9% | -40.9% | -27.2% |
| 1Y | -36.8% | +18.2% | -55.0% | -36.5% |
| All | -36.8% | +19.4% | -56.2% | -36.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling