+40.7%
THC vs EVRG
+15.1%
+25.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +0.9% | +8.7% | +9.3% |
| 7D | +8.8% | +2.3% | +6.5% | +8.1% |
| 30D | +12.6% | +9.0% | +3.6% | +9.2% |
| 3M | +15.4% | +3.7% | +11.7% | +13.7% |
| 6M | +57.7% | +6.8% | +50.9% | +54.0% |
| YTD | +47.1% | +21.9% | +25.1% | +35.2% |
| 1Y | +40.7% | +15.8% | +24.9% | +34.9% |
| All | +40.7% | +15.1% | +25.6% | +34.9% |
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 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