+69.0%
TPG vs EVRG
+49.6%
+19.4%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.3% | +1.5% |
| 7D | -9.4% | +0.1% | -9.5% | -9.4% |
| 30D | -5.3% | -1.2% | -4.0% | -4.9% |
| 3M | +12.9% | -0.6% | +13.5% | +13.0% |
| 6M | +20.1% | +2.4% | +17.7% | +18.6% |
| YTD | -22.5% | +15.5% | -37.9% | -27.0% |
| 1Y | -19.7% | +16.8% | -36.5% | -24.8% |
| 3Y | +81.2% | +75.0% | +6.2% | +40.8% |
| All | +69.0% | +49.6% | +19.4% | +44.1% |
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