+5,975.1%
TGT vs EVRG
+2,060.4%
+3,914.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -1.9% | -2.8% |
| 7D | -3.6% | +0.6% | -4.1% | -3.7% |
| 30D | +4.4% | -0.2% | +4.6% | +4.4% |
| 3M | +25.4% | -0.5% | +25.8% | +25.4% |
| 6M | +33.4% | +0.2% | +33.2% | +33.0% |
| YTD | +65.6% | +14.9% | +50.7% | +58.1% |
| 1Y | +80.3% | +18.2% | +62.1% | +70.4% |
| 3Y | +42.1% | +70.2% | -28.0% | +19.2% |
| 5Y | -25.0% | +45.3% | -70.3% | -34.3% |
| 10Y | +208.2% | +112.4% | +95.8% | +132.3% |
| All | +5,975.1% | +2,060.4% | +3,914.7% | +2,164.2% |
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 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