+271.5%
TRGP vs EVRG
+72.0%
+199.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.1% |
| 7D | -0.6% | -0.7% | +0.1% | -0.3% |
| 30D | +10.0% | 0.0% | +10.0% | +10.0% |
| 3M | +7.6% | -1.0% | +8.6% | +7.9% |
| 6M | +26.8% | +1.0% | +25.8% | +26.1% |
| YTD | +60.6% | +15.1% | +45.5% | +51.7% |
| 1Y | +82.5% | +17.6% | +64.9% | +70.5% |
| All | +271.5% | +72.0% | +199.6% | +201.2% |
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