+244.5%
THC vs EVRG
+49.3%
+195.3%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.1% | -2.7% |
| 7D | -2.6% | +0.9% | -3.4% | -3.0% |
| 30D | -1.2% | -0.5% | -0.6% | -1.0% |
| 3M | +58.9% | +1.5% | +57.4% | +57.6% |
| 6M | +9.3% | +1.2% | +8.2% | +8.4% |
| YTD | +30.4% | +16.3% | +14.0% | +19.8% |
| 1Y | +34.6% | +20.3% | +14.3% | +21.5% |
| 3Y | +246.7% | +72.3% | +174.4% | +153.1% |
| 5Y | +244.5% | +46.7% | +197.8% | +168.1% |
| All | +244.5% | +49.3% | +195.3% | +168.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling