+3,339.2%
TRMB vs EVRG
+2,258.1%
+1,081.1%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.9% |
| 7D | -2.5% | +1.1% | -3.6% | -2.9% |
| 30D | +1.5% | -1.0% | +2.5% | +1.8% |
| 3M | +6.8% | +0.4% | +6.4% | +6.5% |
| 6M | -14.9% | -0.8% | -14.1% | -15.0% |
| YTD | -24.1% | +15.3% | -39.4% | -28.5% |
| 1Y | -25.4% | +17.9% | -43.3% | -30.4% |
| 3Y | +8.0% | +71.9% | -63.9% | -13.3% |
| 5Y | -37.3% | +45.3% | -82.6% | -46.7% |
| 10Y | +116.8% | +113.1% | +3.7% | +53.8% |
| All | +3,339.2% | +2,258.1% | +1,081.1% | +885.4% |
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