+499.2%
THC vs EVRG
+2,068.9%
-1,569.7%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.8% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | +1.3% | -1.0% | +2.3% | +1.6% |
| 3M | +64.2% | +0.4% | +63.8% | +63.9% |
| 6M | +8.3% | -0.8% | +9.1% | +8.4% |
| YTD | +33.4% | +15.3% | +18.0% | +26.1% |
| 1Y | +37.7% | +17.9% | +19.8% | +29.1% |
| 3Y | +236.8% | +71.9% | +164.9% | +172.7% |
| 5Y | +249.3% | +45.3% | +204.0% | +200.1% |
| 10Y | +995.2% | +113.1% | +882.2% | +733.5% |
| All | +499.2% | +2,068.9% | -1,569.7% | +169.2% |
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