+548.5%
THC vs EVRG
+2,247.9%
-1,699.4%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.1% |
| 7D | +0.1% | +1.0% | -0.8% | -0.2% |
| 30D | +7.5% | +7.5% | 0.0% | +4.6% |
| 3M | +7.5% | +6.8% | +0.7% | +4.8% |
| 6M | +46.4% | +7.7% | +38.7% | +42.1% |
| YTD | +44.4% | +24.9% | +19.5% | +32.4% |
| 1Y | +43.4% | +18.1% | +25.3% | +34.3% |
| 3Y | +433.3% | +101.9% | +331.4% | +306.8% |
| 5Y | +262.5% | +67.0% | +195.5% | +195.8% |
| 10Y | +1,871.5% | +123.3% | +1,748.2% | +1,367.1% |
| All | +548.5% | +2,247.9% | -1,699.4% | +182.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling