+562.3%
THC vs EVRG
+2,249.8%
-1,687.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +1.0% |
| 7D | +0.2% | +2.5% | -2.2% | -0.7% |
| 30D | +9.0% | +8.4% | +0.6% | +5.7% |
| 3M | +12.9% | +8.6% | +4.3% | +9.4% |
| 6M | +52.8% | +7.7% | +45.2% | +48.4% |
| YTD | +47.4% | +25.0% | +22.5% | +35.2% |
| 1Y | +47.7% | +18.7% | +29.0% | +38.1% |
| 3Y | +444.7% | +102.1% | +342.6% | +315.4% |
| 5Y | +269.3% | +66.8% | +202.4% | +201.4% |
| 10Y | +1,913.5% | +123.5% | +1,790.0% | +1,397.9% |
| All | +562.3% | +2,249.8% | -1,687.5% | +188.5% |
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