+2,241.1%
TRGP vs EVRG
+538.1%
+1,703.1%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.2% | +0.1% |
| 7D | +12.4% | +1.4% | +11.0% | +11.7% |
| 30D | +2.6% | +7.4% | -4.8% | -0.5% |
| 3M | +11.9% | +7.2% | +4.6% | +8.5% |
| 6M | +13.9% | +9.5% | +4.4% | +9.3% |
| YTD | +64.2% | +25.6% | +38.6% | +48.5% |
| 1Y | +78.5% | +20.4% | +58.1% | +64.3% |
| 3Y | +272.9% | +108.8% | +164.1% | +169.3% |
| 5Y | +510.7% | +68.0% | +442.8% | +381.6% |
| 10Y | +821.0% | +124.6% | +696.4% | +566.6% |
| All | +2,241.1% | +538.1% | +1,703.1% | +585.9% |
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