+250.7%
TQQQ vs EVRG
+72.5%
+178.2%
-58.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.2% | +2.6% |
| 7D | -1.9% | +0.1% | -2.0% | -1.9% |
| 30D | -4.9% | -1.2% | -3.6% | -4.9% |
| 3M | -6.4% | -0.6% | -5.8% | -6.6% |
| 6M | +44.4% | +2.4% | +42.0% | +43.6% |
| YTD | +35.2% | +15.5% | +19.7% | +31.6% |
| 1Y | +49.5% | +16.8% | +32.7% | +45.3% |
| 3Y | +250.7% | +75.0% | +175.7% | +219.5% |
| All | +250.7% | +72.5% | +178.2% | +219.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling