+269.3%
THC vs EVRG
+66.8%
+202.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +0.2% | +2.5% | -2.2% | -1.0% |
| 30D | +9.0% | +8.4% | +0.6% | +4.6% |
| 3M | +12.9% | +8.6% | +4.3% | +8.1% |
| 6M | +52.8% | +7.7% | +45.2% | +46.8% |
| YTD | +47.4% | +25.0% | +22.5% | +30.6% |
| 1Y | +47.7% | +18.7% | +29.0% | +34.5% |
| 3Y | +444.7% | +102.1% | +342.6% | +263.2% |
| 5Y | +269.3% | +66.8% | +202.4% | +183.0% |
| All | +269.3% | +66.8% | +202.5% | +183.0% |
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