+19.3%
TPR vs EVRG
+15.1%
+4.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.7% | +3.5% |
| 7D | +12.6% | +2.3% | +10.3% | +12.5% |
| 30D | +7.1% | +9.0% | -1.9% | +6.7% |
| 3M | -19.4% | +3.7% | -23.0% | -19.5% |
| 6M | -9.7% | +6.8% | -16.5% | -10.0% |
| YTD | -1.0% | +21.9% | -23.0% | -4.5% |
| 1Y | +19.3% | +15.8% | +3.5% | +19.3% |
| All | +19.3% | +15.1% | +4.2% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling