+37.0%
THC vs EVRG
+19.4%
+17.7%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.2% | +5.1% | +4.3% |
| 7D | +4.1% | +0.6% | +3.5% | +3.8% |
| 30D | +3.5% | -0.2% | +3.8% | +3.4% |
| 3M | +61.7% | -0.5% | +62.2% | +61.8% |
| 6M | +11.8% | +0.2% | +11.7% | +12.2% |
| YTD | +35.4% | +14.9% | +20.5% | +28.0% |
| 1Y | +37.0% | +18.2% | +18.8% | +34.4% |
| All | +37.0% | +19.4% | +17.7% | +34.4% |
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