+12,759.1%
TDG vs EVRG
+788.8%
+11,970.4%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | -8.0% | -0.2% | -7.8% | -8.0% |
| 3M | -10.5% | -0.5% | -10.0% | -10.5% |
| 6M | -11.9% | +0.2% | -12.1% | -12.4% |
| YTD | -15.4% | +14.9% | -30.2% | -21.9% |
| 1Y | -14.2% | +18.2% | -32.4% | -22.3% |
| 3Y | +51.0% | +70.2% | -19.1% | +10.4% |
| 5Y | +126.5% | +45.3% | +81.1% | +78.4% |
| 10Y | +535.6% | +112.4% | +423.1% | +285.4% |
| All | +12,759.1% | +788.8% | +11,970.4% | +2,944.5% |
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 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