+850.1%
TRGP vs EVRG
+113.9%
+736.2%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +8.0% | -1.2% | +9.3% | +8.6% |
| 3M | +8.3% | -0.6% | +8.9% | +8.4% |
| 6M | +23.9% | +2.4% | +21.5% | +22.5% |
| YTD | +59.6% | +15.5% | +44.2% | +50.5% |
| 1Y | +79.4% | +16.8% | +62.6% | +68.1% |
| 3Y | +269.4% | +75.0% | +194.4% | +193.7% |
| 5Y | +641.6% | +49.3% | +592.3% | +524.3% |
| All | +850.1% | +113.9% | +736.2% | +731.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling