+154.4%
TRV vs EVRG
+47.5%
+106.8%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.4% | +0.5% |
| 7D | -1.5% | -0.7% | -0.8% | -1.2% |
| 30D | -1.8% | 0.0% | -1.8% | -1.9% |
| 3M | +21.6% | -1.0% | +22.5% | +21.9% |
| 6M | +22.5% | +1.0% | +21.5% | +21.9% |
| YTD | +28.1% | +15.1% | +13.1% | +21.7% |
| 1Y | +37.0% | +17.6% | +19.5% | +29.1% |
| 3Y | +141.9% | +70.5% | +71.4% | +103.4% |
| All | +154.4% | +47.5% | +106.8% | +120.0% |
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