-38.9%
TRMB vs EVRG
+45.4%
-84.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -1.9% |
| 7D | -2.9% | +0.6% | -3.5% | -3.1% |
| 30D | -1.8% | -0.2% | -1.5% | -1.8% |
| 3M | +8.4% | -0.5% | +8.9% | +8.5% |
| 6M | -18.5% | +0.2% | -18.7% | -18.9% |
| YTD | -26.7% | +14.9% | -41.6% | -31.1% |
| 1Y | -28.3% | +18.2% | -46.5% | -33.5% |
| 3Y | +12.6% | +70.2% | -57.6% | -11.7% |
| All | -38.9% | +45.4% | -84.3% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling