+972.3%
THC vs EVRG
+113.2%
+859.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | 0.0% | -0.7% | +0.7% | +0.3% |
| 30D | +1.5% | 0.0% | +1.5% | +1.4% |
| 3M | +59.9% | -1.0% | +60.9% | +60.6% |
| 6M | +11.0% | +1.0% | +10.0% | +9.8% |
| YTD | +32.6% | +15.1% | +17.5% | +21.3% |
| 1Y | +37.4% | +17.6% | +19.8% | +23.9% |
| 3Y | +252.5% | +70.5% | +182.1% | +150.4% |
| 5Y | +262.3% | +48.9% | +213.5% | +177.5% |
| All | +972.3% | +113.2% | +859.0% | +679.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling