+2,207.9%
TRGP vs EVRG
+491.1%
+1,716.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.1% |
| 7D | -0.6% | +0.9% | -1.5% | -1.0% |
| 30D | +14.6% | -0.5% | +15.1% | +14.8% |
| 3M | +11.9% | +1.5% | +10.4% | +11.2% |
| 6M | +25.3% | +1.2% | +24.1% | +24.4% |
| YTD | +61.9% | +16.3% | +45.5% | +51.4% |
| 1Y | +87.3% | +20.3% | +67.0% | +72.4% |
| 3Y | +268.0% | +72.3% | +195.7% | +188.7% |
| 5Y | +638.2% | +46.7% | +591.5% | +516.2% |
| 10Y | +821.9% | +113.8% | +708.1% | +580.5% |
| All | +2,207.9% | +491.1% | +1,716.9% | +599.4% |
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