+125.4%
TD vs EVRG
+45.7%
+79.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.6% | -0.7% | -1.9% | -2.4% |
| 30D | -1.0% | 0.0% | -1.0% | -1.1% |
| 3M | +5.6% | -1.0% | +6.6% | +5.8% |
| 6M | +27.1% | +1.0% | +26.1% | +26.4% |
| YTD | +29.4% | +15.1% | +14.3% | +23.4% |
| 1Y | +60.7% | +17.6% | +43.1% | +52.0% |
| 3Y | +127.6% | +70.5% | +57.1% | +89.1% |
| 5Y | +125.4% | +48.9% | +76.5% | +93.8% |
| All | +125.4% | +45.7% | +79.7% | +93.8% |
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