+34.3%
TRV vs EVRG
+17.4%
+16.8%
-8.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.2% |
| 7D | -0.1% | +1.1% | -1.3% | -0.5% |
| 30D | -3.4% | -1.0% | -2.4% | -3.1% |
| 3M | +26.4% | +0.4% | +26.0% | +26.3% |
| 6M | +19.3% | -0.8% | +20.1% | +19.4% |
| YTD | +28.3% | +15.3% | +13.0% | +23.7% |
| 1Y | +34.3% | +17.9% | +16.4% | +27.5% |
| All | +34.3% | +17.4% | +16.8% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling