-25.8%
TE vs EVRG
+15.1%
-40.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.1% |
| 7D | +3.8% | +2.3% | +1.5% | +5.0% |
| 30D | -26.2% | +9.0% | -35.2% | -23.0% |
| 3M | -49.7% | +3.7% | -53.4% | -49.0% |
| 6M | -46.5% | +6.8% | -53.3% | -45.3% |
| YTD | -59.1% | +21.9% | -81.1% | -58.3% |
| 1Y | -25.8% | +15.8% | -41.6% | -17.2% |
| All | -25.8% | +15.1% | -40.9% | -17.2% |
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