+7,857.5%
TD vs EVRG
+1,078.4%
+6,779.1%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.2% |
| 7D | +0.9% | +0.9% | 0.0% | +0.5% |
| 30D | -0.7% | -0.5% | -0.1% | -0.5% |
| 3M | +6.3% | +1.5% | +4.7% | +5.6% |
| 6M | +27.9% | +1.2% | +26.8% | +27.1% |
| YTD | +29.8% | +16.3% | +13.5% | +22.8% |
| 1Y | +63.7% | +20.3% | +43.4% | +53.0% |
| 3Y | +128.3% | +72.3% | +56.0% | +87.2% |
| 5Y | +125.5% | +46.7% | +78.8% | +93.5% |
| 10Y | +296.7% | +113.8% | +182.9% | +190.3% |
| All | +7,857.5% | +1,078.4% | +6,779.1% | +3,462.9% |
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