+66.3%
TPG vs EVRG
+49.1%
+17.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.1% |
| 7D | -11.8% | -0.7% | -11.1% | -11.6% |
| 30D | -6.3% | 0.0% | -6.3% | -6.3% |
| 3M | +13.6% | -1.0% | +14.5% | +13.7% |
| 6M | +13.8% | +1.0% | +12.9% | +13.0% |
| YTD | -23.7% | +15.1% | -38.8% | -28.0% |
| 1Y | -18.2% | +17.6% | -35.7% | -23.6% |
| 3Y | +80.1% | +70.5% | +9.7% | +41.7% |
| All | +66.3% | +49.1% | +17.2% | +41.9% |
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